+65.3%
RSG vs CASY
+161.8%
-96.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +2.5% | +3.6% | -1.1% | +2.1% |
| 30D | +12.7% | +9.1% | +3.7% | +11.6% |
| 3M | +17.9% | -16.5% | +34.4% | +20.1% |
| 6M | +25.0% | -19.7% | +44.7% | +27.6% |
| YTD | +20.8% | +29.3% | -8.5% | +14.7% |
| 1Y | +24.3% | +33.1% | -8.9% | +17.3% |
| 3Y | +65.3% | +158.5% | -93.3% | +42.9% |
| All | +65.3% | +161.8% | -96.5% | +42.9% |
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 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