+238.6%
P vs CASY
+250.1%
-11.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | -23.8% | +1.1% | -24.9% | -24.0% |
| 30D | -36.6% | +8.7% | -45.3% | -37.8% |
| 3M | +10.9% | -17.3% | +28.2% | +14.6% |
| 6M | +30.0% | -19.7% | +49.7% | +34.8% |
| YTD | +44.4% | +24.8% | +19.6% | +31.8% |
| 1Y | +3.9% | +31.9% | -28.0% | -6.7% |
| 3Y | +176.6% | +155.4% | +21.2% | +96.2% |
| All | +238.6% | +250.1% | -11.5% | +96.6% |
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 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