-84.0%
OPEN vs CASY
+276.6%
-360.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -4.3% | +0.1% | -4.3% | -4.4% |
| 30D | -16.2% | -11.3% | -4.9% | -11.7% |
| 3M | -36.4% | -0.6% | -35.7% | -38.4% |
| 6M | -35.5% | +10.7% | -46.2% | -42.5% |
| YTD | -46.0% | +37.1% | -83.1% | -58.2% |
| 1Y | -47.1% | +52.3% | -99.4% | -62.2% |
| 3Y | -19.0% | +215.2% | -234.2% | -64.6% |
| All | -84.0% | +276.6% | -360.6% | -94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling