+130.9%
OKTA vs CASY
-19.3%
+150.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | -0.2% |
| 7D | +6.6% | +2.5% | +4.2% | +7.6% |
| 30D | -19.4% | +10.2% | -29.6% | -16.4% |
| 3M | +23.9% | -15.7% | +39.6% | +16.9% |
| 6M | +130.9% | -18.4% | +149.3% | +118.6% |
| All | +130.9% | -19.3% | +150.1% | +118.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling