+45.2%
RUN vs CASY
+468.0%
-422.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -14.2% | +9.7% | +1.3% |
| 7D | -1.8% | -16.5% | +14.7% | +5.3% |
| 30D | -10.8% | -26.4% | +15.5% | +0.3% |
| 3M | -30.2% | -17.3% | -12.9% | -27.3% |
| 6M | -22.3% | -5.2% | -17.1% | -24.4% |
| YTD | -52.2% | +14.1% | -66.3% | -57.5% |
| 1Y | -45.1% | +16.6% | -61.7% | -52.0% |
| 3Y | -37.1% | +163.7% | -200.8% | -65.5% |
| 5Y | -80.3% | +231.3% | -311.6% | -90.4% |
| 10Y | +45.2% | +462.9% | -417.7% | -45.2% |
| All | +45.2% | +468.0% | -422.8% | -45.2% |
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