+89.7%
OKTA vs CASY
+15.3%
+74.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -1.0% |
| 7D | +0.4% | -17.2% | +17.6% | -5.0% |
| 30D | +13.8% | -24.4% | +38.2% | +5.4% |
| 3M | +48.9% | -31.4% | +80.3% | +34.5% |
| 6M | +114.9% | -8.9% | +123.8% | +107.1% |
| YTD | +97.9% | +13.8% | +84.1% | +95.1% |
| 1Y | +89.7% | +17.0% | +72.7% | +87.6% |
| All | +89.7% | +15.3% | +74.4% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling