+85.1%
TGT vs CASY
+31.2%
+54.0%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.9% |
| 7D | +5.5% | +5.0% | +0.5% | +4.8% |
| 30D | +6.0% | +8.2% | -2.1% | +4.9% |
| 3M | +8.0% | -18.2% | +26.2% | +9.8% |
| 6M | +32.3% | -18.6% | +50.9% | +35.3% |
| YTD | +71.3% | +26.8% | +44.5% | +53.3% |
| All | +85.1% | +31.2% | +54.0% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling