+220.4%
RRX vs CASY
+468.0%
-247.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -14.2% | +11.7% | +2.4% |
| 7D | -0.7% | -16.5% | +15.8% | +5.3% |
| 30D | -8.0% | -26.4% | +18.4% | +1.8% |
| 3M | -25.1% | -17.3% | -7.8% | -22.3% |
| 6M | -18.3% | -5.2% | -13.1% | -19.8% |
| YTD | +14.2% | +14.1% | +0.1% | +4.1% |
| 1Y | +13.0% | +16.6% | -3.6% | +1.8% |
| 3Y | +4.2% | +163.7% | -159.5% | -35.3% |
| 5Y | +17.9% | +231.3% | -213.4% | -34.9% |
| 10Y | +220.4% | +462.9% | -242.5% | +38.2% |
| All | +220.4% | +468.0% | -247.6% | +38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling