+19.5%
RSP vs CASY
+32.9%
-13.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.2% |
| 7D | +2.4% | +3.6% | -1.2% | +2.3% |
| 30D | +4.3% | +9.1% | -4.8% | +4.1% |
| 3M | -0.3% | -16.5% | +16.2% | -0.2% |
| 6M | +9.8% | -19.7% | +29.5% | +11.9% |
| YTD | +16.8% | +29.3% | -12.4% | +13.1% |
| 1Y | +19.5% | +33.1% | -13.6% | +15.6% |
| All | +19.5% | +32.9% | -13.4% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling