+1,865.8%
PWR vs CASY
+551.3%
+1,314.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.7% | +9.1% |
| 7D | -4.8% | +3.6% | -8.4% | -6.1% |
| 30D | -16.2% | +7.2% | -23.4% | -18.6% |
| 3M | -11.9% | -16.9% | +5.0% | -7.1% |
| 6M | -20.6% | -19.3% | -1.2% | -16.6% |
| YTD | +40.3% | +25.6% | +14.6% | +23.4% |
| 1Y | +33.0% | +30.2% | +2.9% | +15.1% |
| 3Y | +250.0% | +154.9% | +95.1% | +121.3% |
| 5Y | +404.2% | +252.1% | +152.0% | +170.3% |
| 10Y | +1,865.8% | +535.8% | +1,330.0% | +725.9% |
| All | +1,865.8% | +551.3% | +1,314.5% | +725.9% |
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