+10,239.8%
RTX vs CASY
+33,553.3%
-23,313.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.8% |
| 7D | -1.7% | +5.0% | -6.7% | -2.8% |
| 30D | +7.7% | +8.2% | -0.5% | +5.8% |
| 3M | -10.3% | -18.2% | +7.8% | -6.9% |
| 6M | +14.6% | -18.6% | +33.2% | +18.1% |
| YTD | +10.4% | +26.8% | -16.4% | +2.9% |
| 1Y | +13.5% | +31.6% | -18.1% | +4.7% |
| 3Y | +158.6% | +156.5% | +2.1% | +101.5% |
| 5Y | +147.3% | +258.6% | -111.4% | +76.7% |
| 10Y | +268.6% | +550.3% | -281.6% | +129.6% |
| All | +10,239.8% | +33,553.3% | -23,313.5% | +3,230.3% |
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