+104.9%
PSX vs CASY
+42.6%
+62.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +1.9% |
| 7D | +2.8% | -4.4% | +7.2% | +3.3% |
| 30D | +27.8% | -12.0% | +39.8% | +29.4% |
| 3M | +42.0% | -2.3% | +44.4% | +43.4% |
| 6M | +58.1% | +10.5% | +47.6% | +60.7% |
| YTD | +105.0% | +33.0% | +72.0% | +107.4% |
| 1Y | +104.9% | +41.1% | +63.8% | +106.0% |
| All | +104.9% | +42.6% | +62.3% | +106.0% |
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