+56.7%
RRC vs CASY
+551.3%
-494.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | -10.3% | +3.6% | -13.9% | -11.5% |
| 30D | +19.5% | +7.2% | +12.3% | +16.2% |
| 3M | +27.9% | -16.9% | +44.8% | +35.7% |
| 6M | +21.2% | -19.3% | +40.5% | +28.6% |
| YTD | +39.6% | +25.6% | +13.9% | +21.6% |
| 1Y | +31.3% | +30.2% | +1.1% | +12.2% |
| 3Y | +51.9% | +154.9% | -102.9% | -9.9% |
| 5Y | +110.2% | +252.1% | -142.0% | +1.8% |
| 10Y | +56.7% | +535.8% | -479.2% | -45.4% |
| All | +56.7% | +551.3% | -494.7% | -45.4% |
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 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