+34.0%
RRC vs CASY
+32.0%
+1.9%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.7% | -2.9% |
| 7D | -10.8% | +1.1% | -11.9% | -10.8% |
| 30D | +22.3% | +8.7% | +13.6% | +22.1% |
| 3M | +26.6% | -17.3% | +43.9% | +27.0% |
| 6M | +18.9% | -19.7% | +38.7% | +17.8% |
| YTD | +39.2% | +24.8% | +14.4% | +46.3% |
| 1Y | +34.0% | +31.9% | +2.1% | +41.3% |
| All | +34.0% | +32.0% | +1.9% | +41.3% |
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 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