+1,994.5%
RSG vs CASY
+5,650.5%
-3,656.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +7.6% | -11.3% | +18.9% | +10.2% |
| 3M | +7.4% | -0.6% | +8.1% | +6.8% |
| 6M | -3.3% | +10.7% | -14.0% | -6.4% |
| YTD | +6.0% | +37.1% | -31.1% | -2.2% |
| 1Y | -3.7% | +52.3% | -56.0% | -13.3% |
| 3Y | +59.1% | +215.2% | -156.1% | +20.3% |
| 5Y | +89.0% | +276.5% | -187.5% | +36.2% |
| 10Y | +412.5% | +508.4% | -95.9% | +225.9% |
| All | +1,994.5% | +5,650.5% | -3,656.0% | +655.1% |
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