+49.0%
REGN vs CASY
+32.1%
+16.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.4% | -5.8% | -4.5% |
| 7D | +14.4% | +0.8% | +13.6% | +14.4% |
| 30D | +28.1% | +9.4% | +18.7% | +27.3% |
| 3M | +22.5% | -20.6% | +43.1% | +23.8% |
| 6M | +31.6% | -20.7% | +52.3% | +35.1% |
| YTD | +21.0% | +22.5% | -1.5% | +17.1% |
| 1Y | +49.0% | +29.5% | +19.5% | +39.5% |
| All | +49.0% | +32.1% | +16.8% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling