+213.2%
RSP vs CASY
+539.5%
-326.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +0.7% | +5.0% | -4.2% | -0.6% |
| 30D | +3.7% | +8.2% | -4.5% | +1.3% |
| 3M | +0.7% | -18.2% | +18.9% | +5.9% |
| 6M | +9.0% | -18.6% | +27.6% | +13.7% |
| YTD | +16.7% | +26.8% | -10.1% | +4.8% |
| 1Y | +19.0% | +31.6% | -12.6% | +5.3% |
| 3Y | +64.7% | +156.5% | -91.8% | +12.2% |
| 5Y | +49.6% | +258.6% | -209.0% | -12.1% |
| 10Y | +213.2% | +550.3% | -337.1% | +51.8% |
| All | +213.2% | +539.5% | -326.3% | +51.8% |
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