+2,396.1%
PWR vs CASY
+549.1%
+1,847.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.3% | +3.4% |
| 7D | +4.5% | -4.4% | +8.9% | +6.1% |
| 30D | -4.9% | -12.0% | +7.2% | -0.6% |
| 3M | -7.9% | -2.3% | -5.5% | -9.3% |
| 6M | +18.3% | +10.5% | +7.8% | +11.1% |
| YTD | +51.5% | +33.0% | +18.5% | +32.0% |
| 1Y | +70.3% | +41.1% | +29.2% | +44.1% |
| 3Y | +210.6% | +207.5% | +3.1% | +82.9% |
| 5Y | +456.7% | +290.7% | +165.9% | +188.7% |
| 10Y | +2,396.1% | +556.5% | +1,839.6% | +922.9% |
| All | +2,396.1% | +549.1% | +1,847.0% | +922.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling