+30.8%
RRC vs CASY
+30.1%
+0.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -10.3% | +3.6% | -13.9% | -10.4% |
| 30D | +19.5% | +7.2% | +12.3% | +19.3% |
| 3M | +27.9% | -16.9% | +44.8% | +28.2% |
| 6M | +21.2% | -19.3% | +40.5% | +19.8% |
| YTD | +39.6% | +25.6% | +13.9% | +48.0% |
| All | +30.8% | +30.1% | +0.7% | +39.1% |
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