+1,332.5%
OXY vs CASY
+36,294.0%
-34,961.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +11.6% | -11.3% | +22.9% | +14.3% |
| 3M | +2.8% | -0.6% | +3.5% | +2.4% |
| 6M | +13.0% | +10.7% | +2.3% | +9.5% |
| YTD | +47.4% | +37.1% | +10.3% | +36.2% |
| 1Y | +31.5% | +52.3% | -20.8% | +18.4% |
| 3Y | -1.9% | +215.2% | -217.1% | -26.1% |
| 5Y | +148.0% | +276.5% | -128.5% | +78.4% |
| 10Y | +2.3% | +508.4% | -506.1% | -33.5% |
| All | +1,332.5% | +36,294.0% | -34,961.6% | +457.1% |
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