+96.9%
PSX vs CASY
+32.1%
+64.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.4% | -5.9% | -4.6% |
| 7D | -5.2% | +0.8% | -6.0% | -5.2% |
| 30D | -3.7% | +9.4% | -13.2% | -4.5% |
| 3M | +26.8% | -20.6% | +47.4% | +29.4% |
| 6M | +47.3% | -20.7% | +68.0% | +49.6% |
| YTD | +105.4% | +22.5% | +82.9% | +109.5% |
| 1Y | +96.9% | +29.5% | +67.4% | +98.6% |
| All | +96.9% | +32.1% | +64.8% | +98.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling