+4,549.4%
RCL vs CASY
+23,895.2%
-19,345.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -19.0% | -11.3% | -7.7% | -15.7% |
| 3M | -9.6% | -0.6% | -8.9% | -11.3% |
| 6M | -6.7% | +10.7% | -17.4% | -12.2% |
| YTD | -3.9% | +37.1% | -41.0% | -16.5% |
| 1Y | -25.1% | +52.3% | -77.4% | -37.5% |
| 3Y | +179.1% | +215.2% | -36.1% | +75.6% |
| 5Y | +243.3% | +276.5% | -33.2% | +101.2% |
| 10Y | +325.8% | +508.4% | -182.6% | +109.6% |
| All | +4,549.4% | +23,895.2% | -19,345.8% | +928.4% |
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 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