+54.5%
RBLX vs CASY
+209.8%
-155.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.0% | +6.5% | +3.8% |
| 7D | +10.2% | -4.4% | +14.6% | +10.7% |
| 30D | +18.6% | -12.0% | +30.6% | +20.2% |
| 3M | +6.0% | -2.3% | +8.3% | +4.6% |
| 6M | -29.5% | +10.5% | -40.0% | -33.0% |
| YTD | -44.7% | +33.0% | -77.7% | -49.9% |
| 1Y | -65.1% | +41.1% | -106.3% | -68.9% |
| 3Y | +54.5% | +207.5% | -153.0% | +25.4% |
| All | +54.5% | +209.8% | -155.3% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling