+2,071.0%
STX vs CASY
+551.3%
+1,519.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.7% | +9.1% | +9.6% |
| 7D | -14.8% | +3.6% | -18.3% | -15.7% |
| 30D | -35.4% | +7.2% | -42.6% | -36.9% |
| 3M | -37.7% | -16.9% | -20.7% | -34.9% |
| 6M | -35.2% | -19.3% | -15.9% | -32.6% |
| YTD | +84.4% | +25.6% | +58.7% | +66.1% |
| 1Y | +82.3% | +30.2% | +52.1% | +61.8% |
| 3Y | +646.2% | +154.9% | +491.4% | +408.7% |
| 5Y | +487.4% | +252.1% | +235.3% | +244.8% |
| 10Y | +2,071.0% | +535.8% | +1,535.2% | +955.0% |
| All | +2,071.0% | +551.3% | +1,519.7% | +955.0% |
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 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