-93.6%
OPEN vs CASY
+250.1%
-343.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.3% | -21.5% | -21.7% |
| 7D | -22.2% | +1.1% | -23.3% | -22.6% |
| 30D | -38.3% | +8.7% | -47.0% | -40.7% |
| 3M | -59.4% | -17.3% | -42.0% | -56.2% |
| 6M | -74.4% | -19.7% | -54.6% | -72.6% |
| YTD | -76.0% | +24.8% | -100.8% | -80.9% |
| 1Y | -78.7% | +31.9% | -110.6% | -83.7% |
| 3Y | -30.0% | +155.4% | -185.4% | -66.6% |
| All | -93.6% | +250.1% | -343.8% | -97.7% |
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