+5,669.9%
RCL vs CASY
+21,743.8%
-16,073.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.5% |
| 7D | +6.5% | +1.1% | +5.4% | +6.1% |
| 30D | +15.9% | +8.7% | +7.2% | +12.4% |
| 3M | +2.7% | -17.3% | +20.0% | +8.6% |
| 6M | +15.2% | -19.7% | +35.0% | +20.6% |
| YTD | +19.2% | +24.8% | -5.6% | +6.2% |
| 1Y | +31.6% | +31.9% | -0.3% | +14.9% |
| 3Y | +274.2% | +155.4% | +118.8% | +152.4% |
| 5Y | +250.1% | +250.6% | -0.5% | +108.7% |
| 10Y | +388.4% | +556.8% | -168.4% | +133.5% |
| All | +5,669.9% | +21,743.8% | -16,073.9% | +1,208.3% |
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