+810.1%
RACE vs CASY
+505.6%
+304.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | +0.8% | -11.3% | +12.1% | +3.8% |
| 3M | +17.2% | -0.6% | +17.8% | +15.5% |
| 6M | +13.6% | +10.7% | +2.9% | +7.9% |
| YTD | +12.2% | +37.1% | -24.9% | -0.3% |
| 1Y | -16.3% | +52.3% | -68.6% | -28.2% |
| 3Y | +36.4% | +215.2% | -178.8% | -10.5% |
| 5Y | +95.0% | +276.5% | -181.5% | +18.0% |
| All | +810.1% | +505.6% | +304.5% | +340.8% |
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 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