+559.3%
ROKU vs CASY
+490.3%
+69.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.5% | +1.0% |
| 7D | -0.4% | -18.6% | +18.2% | +4.4% |
| 30D | +2.1% | -26.6% | +28.7% | +9.7% |
| 3M | +29.5% | -32.8% | +62.3% | +41.8% |
| 6M | +53.8% | -10.0% | +63.8% | +53.9% |
| YTD | +42.8% | +11.6% | +31.2% | +33.8% |
| 1Y | +60.7% | +11.5% | +49.2% | +50.3% |
| 3Y | +83.9% | +160.7% | -76.8% | +30.3% |
| 5Y | -52.8% | +232.4% | -285.2% | -69.3% |
| All | +559.3% | +490.3% | +69.0% | +272.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling