+7,256.3%
PWR vs CASY
+5,882.0%
+1,374.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.5% | +6.3% |
| 7D | -12.9% | +1.1% | -14.0% | -13.4% |
| 30D | -22.8% | +8.7% | -31.5% | -25.4% |
| 3M | -19.0% | -17.3% | -1.7% | -14.6% |
| 6M | -31.1% | -19.7% | -11.4% | -27.9% |
| YTD | +28.3% | +24.8% | +3.4% | +14.4% |
| 1Y | +22.2% | +31.9% | -9.7% | +6.7% |
| 3Y | +222.2% | +155.4% | +66.8% | +115.8% |
| 5Y | +364.2% | +250.6% | +113.6% | +172.7% |
| 10Y | +1,864.8% | +556.8% | +1,308.0% | +795.3% |
| All | +7,256.3% | +5,882.0% | +1,374.3% | +1,252.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling