+50.7%
TEL vs CASY
+274.3%
-223.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -1.2% |
| 7D | -1.4% | -4.4% | +2.9% | -0.6% |
| 30D | -4.9% | -12.0% | +7.2% | -2.5% |
| 3M | +0.1% | -2.3% | +2.4% | -0.7% |
| 6M | +0.4% | +10.5% | -10.2% | -3.9% |
| YTD | -8.9% | +33.0% | -41.9% | -16.9% |
| 1Y | -0.3% | +41.1% | -41.5% | -10.8% |
| 3Y | +67.6% | +207.5% | -139.9% | +14.0% |
| 5Y | +50.7% | +290.7% | -240.0% | -9.4% |
| All | +50.7% | +274.3% | -223.6% | -9.4% |
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