-87.9%
OPEN vs CASY
+371.0%
-458.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -8.0% | -7.5% |
| 7D | -24.7% | +5.0% | -29.7% | -26.2% |
| 30D | -41.0% | +8.2% | -49.2% | -43.0% |
| 3M | -62.4% | -18.2% | -44.2% | -59.5% |
| 6M | -73.9% | -18.6% | -55.3% | -72.4% |
| YTD | -77.5% | +26.8% | -104.3% | -81.6% |
| 1Y | -83.6% | +31.6% | -115.2% | -86.9% |
| 3Y | -37.0% | +156.5% | -193.5% | -65.5% |
| 5Y | -93.3% | +258.6% | -351.9% | -96.9% |
| All | -87.9% | +371.0% | -458.9% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling