-46.9%
RUN vs CASY
+30.1%
-77.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.4% |
| 7D | +18.1% | +3.6% | +14.5% | +18.0% |
| 30D | +27.5% | +7.2% | +20.3% | +27.3% |
| 3M | -4.5% | -16.9% | +12.4% | -4.2% |
| 6M | -33.3% | -19.3% | -14.0% | -29.3% |
| YTD | -47.1% | +25.6% | -72.7% | -57.7% |
| All | -46.9% | +30.1% | -77.0% | -59.0% |
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