+54,688.5%
ORLY vs CASY
+24,503.4%
+30,185.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -5.9% | -11.3% | +5.4% | -3.1% |
| 3M | -0.6% | -0.6% | +0.1% | -1.4% |
| 6M | -6.8% | +10.7% | -17.5% | -10.3% |
| YTD | -3.6% | +37.1% | -40.8% | -12.5% |
| 1Y | -16.3% | +52.3% | -68.6% | -26.2% |
| 3Y | +39.1% | +215.2% | -176.0% | -0.8% |
| 5Y | +125.4% | +276.5% | -151.1% | +52.2% |
| 10Y | +366.5% | +508.4% | -141.8% | +172.1% |
| All | +54,688.5% | +24,503.4% | +30,185.1% | +15,259.6% |
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