-16.8%
OPEN vs CASY
+215.7%
-232.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -4.3% | +0.1% | -4.3% | -4.3% |
| 30D | -16.2% | -11.3% | -4.9% | -12.6% |
| 3M | -36.4% | -0.6% | -35.7% | -38.2% |
| 6M | -35.5% | +10.7% | -46.2% | -42.2% |
| YTD | -46.0% | +37.1% | -83.1% | -57.7% |
| 1Y | -47.1% | +52.3% | -99.4% | -61.6% |
| All | -16.8% | +215.7% | -232.5% | -60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling