-94.7%
OPEN vs CASY
+266.7%
-361.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -4.0% |
| 7D | -15.0% | +3.6% | -18.6% | -16.3% |
| 30D | -40.2% | +9.1% | -49.3% | -42.5% |
| 3M | -67.4% | -16.5% | -50.9% | -64.9% |
| 6M | -74.0% | -19.7% | -54.3% | -72.0% |
| YTD | -79.6% | +29.3% | -108.9% | -84.0% |
| 1Y | -86.1% | +33.1% | -119.2% | -89.4% |
| 3Y | -41.4% | +158.5% | -199.9% | -71.9% |
| All | -94.7% | +266.7% | -361.4% | -98.1% |
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