+1,414.2%
RRC vs CASY
+33,031.0%
-31,616.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.7% | -2.9% |
| 7D | -10.8% | +1.1% | -11.9% | -11.1% |
| 30D | +22.3% | +8.7% | +13.6% | +19.7% |
| 3M | +26.6% | -17.3% | +43.9% | +31.8% |
| 6M | +18.9% | -19.7% | +38.7% | +23.8% |
| YTD | +39.2% | +24.8% | +14.4% | +29.0% |
| 1Y | +34.0% | +31.9% | +2.1% | +22.3% |
| 3Y | +42.0% | +155.4% | -113.4% | +7.5% |
| 5Y | +111.9% | +250.6% | -138.7% | +46.6% |
| 10Y | +62.8% | +556.8% | -494.1% | -3.3% |
| All | +1,414.2% | +33,031.0% | -31,616.9% | +546.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling