+211.0%
RSP vs CASY
+555.0%
-344.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | +2.4% | +3.6% | -1.2% | +1.4% |
| 30D | +4.3% | +9.1% | -4.8% | +1.7% |
| 3M | -0.3% | -16.5% | +16.2% | +4.3% |
| 6M | +9.8% | -19.7% | +29.5% | +15.1% |
| YTD | +16.8% | +29.3% | -12.4% | +4.3% |
| 1Y | +19.5% | +33.1% | -13.6% | +5.4% |
| 3Y | +65.1% | +158.5% | -93.4% | +12.3% |
| 5Y | +48.7% | +266.7% | -218.0% | -13.2% |
| All | +211.0% | +555.0% | -344.1% | +50.4% |
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