-22.9%
SHAK vs CASY
+32.1%
-55.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.4% | +3.5% |
| 7D | +8.3% | +0.8% | +7.5% | +8.1% |
| 30D | +16.7% | +9.4% | +7.3% | +14.2% |
| 3M | +10.0% | -20.6% | +30.6% | +14.0% |
| 6M | -23.8% | -20.7% | -3.1% | -20.0% |
| YTD | -10.3% | +22.5% | -32.8% | -16.6% |
| 1Y | -22.9% | +29.5% | -52.4% | -30.1% |
| All | -22.9% | +32.1% | -55.0% | -30.1% |
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