+631.8%
TEAM vs CASY
+495.4%
+136.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.3% | -15.9% | -16.1% |
| 7D | -19.8% | +1.1% | -20.9% | -20.0% |
| 30D | -21.5% | +8.7% | -30.2% | -22.9% |
| 3M | +39.5% | -17.3% | +56.8% | +44.3% |
| 6M | +73.1% | -19.7% | +92.8% | +78.4% |
| YTD | -5.2% | +24.8% | -30.0% | -13.9% |
| 1Y | -1.6% | +31.9% | -33.5% | -12.2% |
| 3Y | -11.4% | +155.4% | -166.8% | -35.6% |
| 5Y | -65.1% | +250.6% | -315.7% | -76.8% |
| 10Y | +471.3% | +556.8% | -85.5% | +204.6% |
| All | +631.8% | +495.4% | +136.4% | +325.3% |
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 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