+223.5%
TECK vs CASY
+274.3%
-50.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.1% | +4.8% |
| 7D | +7.8% | -4.4% | +12.1% | +8.8% |
| 30D | +8.3% | -12.0% | +20.3% | +11.3% |
| 3M | +16.1% | -2.3% | +18.4% | +14.8% |
| 6M | +42.9% | +10.5% | +32.3% | +35.9% |
| YTD | +50.8% | +33.0% | +17.7% | +35.8% |
| 1Y | +106.1% | +41.1% | +64.9% | +82.3% |
| 3Y | +84.0% | +207.5% | -123.5% | +32.1% |
| 5Y | +223.5% | +290.7% | -67.3% | +119.7% |
| All | +223.5% | +274.3% | -50.8% | +119.7% |
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