-4.9%
SHOP vs CASY
+32.1%
-37.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +7.5% |
| 7D | -9.0% | +0.8% | -9.8% | -9.0% |
| 30D | -4.4% | +9.4% | -13.8% | -3.5% |
| 3M | +24.1% | -20.6% | +44.7% | +19.6% |
| 6M | +20.0% | -20.7% | +40.7% | +16.8% |
| YTD | -4.9% | +22.5% | -27.4% | -0.9% |
| 1Y | -4.9% | +29.5% | -34.4% | -0.3% |
| All | -4.9% | +32.1% | -37.1% | -0.3% |
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 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