+29.8%
ORCL vs CASY
+254.0%
-224.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.2% | -9.1% | -7.3% |
| 7D | -17.5% | +1.8% | -19.3% | -17.8% |
| 30D | -20.2% | +11.2% | -31.3% | -22.0% |
| 3M | -19.9% | -19.1% | -0.9% | -17.0% |
| 6M | -37.4% | -19.9% | -17.5% | -35.3% |
| YTD | -40.1% | +25.2% | -65.3% | -46.4% |
| 1Y | -53.4% | +31.6% | -85.0% | -59.1% |
| 3Y | +10.4% | +155.4% | -145.0% | -23.4% |
| 5Y | +29.8% | +251.5% | -221.8% | -24.4% |
| All | +29.8% | +254.0% | -224.3% | -24.4% |
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