+2,287.0%
RSG vs CASY
+5,321.0%
-3,034.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +2.5% | +3.6% | -1.1% | +1.7% |
| 30D | +12.7% | +9.1% | +3.7% | +10.7% |
| 3M | +17.9% | -16.5% | +34.4% | +22.0% |
| 6M | +25.0% | -19.7% | +44.7% | +29.5% |
| YTD | +20.8% | +29.3% | -8.5% | +12.5% |
| 1Y | +24.3% | +33.1% | -8.9% | +14.8% |
| 3Y | +65.3% | +158.5% | -93.3% | +30.1% |
| 5Y | +99.1% | +266.7% | -167.7% | +43.8% |
| 10Y | +452.4% | +553.5% | -101.1% | +245.6% |
| All | +2,287.0% | +5,321.0% | -3,034.0% | +767.9% |
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