-31.9%
SHAK vs CASY
+51.2%
-83.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -6.6% | -11.3% | +4.7% | -4.9% |
| 3M | +30.1% | -0.6% | +30.7% | +29.0% |
| 6M | -28.7% | +10.7% | -39.5% | -32.1% |
| YTD | -14.5% | +37.1% | -51.6% | -22.1% |
| 1Y | -31.9% | +52.3% | -84.2% | -41.1% |
| All | -31.9% | +51.2% | -83.1% | -41.1% |
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