+835.1%
TAP vs CASY
+33,122.1%
-32,287.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.4% |
| 7D | +7.7% | +1.8% | +5.9% | +7.4% |
| 30D | +14.4% | +11.2% | +3.2% | +12.5% |
| 3M | +2.0% | -19.1% | +21.1% | +5.0% |
| 6M | +2.5% | -19.9% | +22.4% | +5.1% |
| YTD | -6.4% | +25.2% | -31.6% | -10.7% |
| 1Y | -2.3% | +31.6% | -33.9% | -7.6% |
| 3Y | -20.3% | +155.4% | -175.7% | -32.8% |
| 5Y | +6.9% | +251.5% | -244.6% | -14.8% |
| 10Y | -46.3% | +558.6% | -605.0% | -61.1% |
| All | +835.1% | +33,122.1% | -32,287.0% | +351.0% |
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 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