+12.5%
SYY vs CASY
+253.8%
-241.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -4.1% | +3.6% | -7.7% | -4.9% |
| 30D | +0.3% | +7.2% | -6.9% | -1.2% |
| 3M | -6.3% | -16.9% | +10.6% | -2.8% |
| 6M | +9.7% | -19.3% | +29.0% | +14.0% |
| YTD | +9.4% | +25.6% | -16.2% | +0.6% |
| 1Y | +7.3% | +30.2% | -22.9% | -2.4% |
| 3Y | +27.6% | +154.9% | -127.2% | -8.0% |
| 5Y | +12.5% | +252.1% | -239.6% | -31.7% |
| All | +12.5% | +253.8% | -241.2% | -31.7% |
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