+625.6%
OKTA vs CASY
+620.9%
+4.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +16.0% | -11.3% | +27.4% | +18.4% |
| 3M | +38.2% | -0.6% | +38.8% | +36.4% |
| 6M | +137.8% | +10.7% | +127.1% | +126.9% |
| YTD | +97.3% | +37.1% | +60.2% | +77.6% |
| 1Y | +90.1% | +52.3% | +37.8% | +65.6% |
| 3Y | +98.0% | +215.2% | -117.2% | +41.2% |
| 5Y | -36.9% | +276.5% | -313.4% | -57.7% |
| All | +625.6% | +620.9% | +4.7% | +283.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling