-1.1%
TAP vs CASY
+265.4%
-266.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -3.0% | -1.1% |
| 7D | -8.0% | +5.8% | -13.8% | -8.8% |
| 30D | +4.1% | +10.7% | -6.6% | +2.4% |
| 3M | -4.4% | -13.9% | +9.5% | -2.4% |
| 6M | -1.9% | -18.4% | +16.5% | +0.6% |
| YTD | -12.1% | +29.6% | -41.7% | -17.9% |
| 1Y | -12.0% | +32.8% | -44.9% | -18.5% |
| 3Y | -25.0% | +162.3% | -187.3% | -41.9% |
| 5Y | -1.1% | +265.0% | -266.1% | -32.3% |
| All | -1.1% | +265.4% | -266.5% | -32.3% |
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 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