+724.7%
RACE vs CASY
+565.2%
+159.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.6% |
| 7D | -3.9% | +5.8% | -9.7% | -5.3% |
| 30D | +6.8% | +10.7% | -3.9% | +3.9% |
| 3M | +1.3% | -13.9% | +15.2% | +4.7% |
| 6M | +26.3% | -18.4% | +44.7% | +31.1% |
| YTD | +13.8% | +29.6% | -15.8% | +1.9% |
| 1Y | -0.5% | +32.8% | -33.3% | -11.6% |
| 3Y | +25.6% | +162.3% | -136.6% | -13.1% |
| 5Y | +67.6% | +265.0% | -197.4% | +0.9% |
| 10Y | +724.7% | +555.4% | +169.3% | +303.4% |
| All | +724.7% | +565.2% | +159.5% | +303.4% |
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 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