+1,202.2%
RRC vs CASY
+36,294.0%
-35,091.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +10.1% | -11.3% | +21.5% | +13.3% |
| 3M | +4.0% | -0.6% | +4.6% | +3.3% |
| 6M | +1.6% | +10.7% | -9.1% | -2.2% |
| YTD | +19.7% | +37.1% | -17.4% | +9.0% |
| 1Y | +21.4% | +52.3% | -30.9% | +7.3% |
| 3Y | +29.7% | +215.2% | -185.5% | -6.6% |
| 5Y | +153.9% | +276.5% | -122.6% | +73.5% |
| 10Y | +10.8% | +508.4% | -497.5% | -33.0% |
| All | +1,202.2% | +36,294.0% | -35,091.8% | +446.6% |
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