+350.2%
RCL vs CASY
+549.1%
-198.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +1.0% |
| 7D | -0.5% | -4.4% | +3.9% | +1.4% |
| 30D | -17.3% | -12.0% | -5.3% | -13.0% |
| 3M | -2.8% | -2.3% | -0.4% | -4.7% |
| 6M | -4.4% | +10.5% | -14.9% | -12.4% |
| YTD | -4.2% | +33.0% | -37.2% | -20.0% |
| 1Y | -23.4% | +41.1% | -64.5% | -38.3% |
| 3Y | +179.4% | +207.5% | -28.1% | +44.2% |
| 5Y | +238.8% | +290.7% | -52.0% | +49.8% |
| 10Y | +350.2% | +556.5% | -206.3% | +63.5% |
| All | +350.2% | +549.1% | -198.9% | +63.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling