+1,579.9%
T vs CASY
+33,031.0%
-31,451.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.0% | +1.1% | -0.1% | +0.9% |
| 30D | -10.6% | +8.7% | -19.3% | -11.7% |
| 3M | -7.7% | -17.3% | +9.6% | -5.3% |
| 6M | -13.3% | -19.7% | +6.4% | -11.1% |
| YTD | -8.8% | +24.8% | -33.6% | -12.8% |
| 1Y | -8.4% | +31.9% | -40.3% | -13.3% |
| 3Y | +59.6% | +155.4% | -95.7% | +34.9% |
| 5Y | +52.1% | +250.6% | -198.5% | +21.1% |
| 10Y | +56.9% | +556.8% | -500.0% | +12.3% |
| All | +1,579.9% | +33,031.0% | -31,451.2% | +730.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling