+1,019.5%
STX vs CASY
+276.6%
+742.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.7% | +6.4% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +1.4% | -11.3% | +12.7% | +3.7% |
| 3M | -8.2% | -0.6% | -7.6% | -9.2% |
| 6M | +127.0% | +10.7% | +116.3% | +118.4% |
| YTD | +209.1% | +37.1% | +172.0% | +182.4% |
| 1Y | +365.4% | +52.3% | +313.1% | +312.1% |
| 3Y | +1,135.4% | +215.2% | +920.2% | +754.2% |
| All | +1,019.5% | +276.6% | +742.9% | +598.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling