-74.4%
OPEN vs CASY
-20.4%
-54.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.3% | -21.5% | -21.8% |
| 7D | -22.2% | +1.1% | -23.3% | -22.2% |
| 30D | -38.3% | +8.7% | -47.0% | -37.7% |
| 3M | -59.4% | -17.3% | -42.0% | -60.8% |
| 6M | -74.4% | -19.7% | -54.6% | -78.8% |
| All | -74.4% | -20.4% | -54.0% | -78.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling