+59.1%
RRC vs CASY
+159.8%
-100.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.7% |
| 7D | +2.5% | +2.5% | +0.1% | +2.3% |
| 30D | +21.1% | +10.2% | +10.9% | +20.1% |
| 3M | +28.4% | -15.7% | +44.1% | +30.1% |
| 6M | +26.5% | -18.4% | +44.8% | +28.3% |
| YTD | +47.0% | +28.3% | +18.7% | +41.8% |
| 1Y | +35.2% | +32.6% | +2.6% | +29.6% |
| All | +59.1% | +159.8% | -100.6% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling