+3,874.2%
RRX vs CASY
+36,294.0%
-32,419.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +3.4% | +0.1% | +3.4% | +3.4% |
| 30D | -11.1% | -11.3% | +0.2% | -8.5% |
| 3M | -23.7% | -0.6% | -23.1% | -24.8% |
| 6M | -22.0% | +10.7% | -32.7% | -25.2% |
| YTD | +16.5% | +37.1% | -20.6% | +5.6% |
| 1Y | +11.5% | +52.3% | -40.8% | -1.9% |
| 3Y | +1.5% | +215.2% | -213.7% | -27.2% |
| 5Y | +18.3% | +276.5% | -258.2% | -19.5% |
| 10Y | +209.8% | +508.4% | -298.6% | +83.6% |
| All | +3,874.2% | +36,294.0% | -32,419.9% | +1,293.2% |
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 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