+354.9%
PWR vs CASY
+250.1%
+104.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.5% | +6.3% |
| 7D | -12.9% | +1.1% | -14.0% | -13.2% |
| 30D | -22.8% | +8.7% | -31.5% | -24.5% |
| 3M | -19.0% | -17.3% | -1.7% | -15.7% |
| 6M | -31.1% | -19.7% | -11.4% | -28.1% |
| YTD | +28.3% | +24.8% | +3.4% | +16.7% |
| 1Y | +22.2% | +31.9% | -9.7% | +9.1% |
| 3Y | +222.2% | +155.4% | +66.8% | +124.5% |
| All | +354.9% | +250.1% | +104.8% | +181.4% |
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