+6,242.0%
TGT vs CASY
+36,294.0%
-30,052.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +12.2% | -11.3% | +23.5% | +15.4% |
| 3M | +33.8% | -0.6% | +34.4% | +32.7% |
| 6M | +39.3% | +10.7% | +28.6% | +34.3% |
| YTD | +72.9% | +37.1% | +35.7% | +58.1% |
| 1Y | +84.6% | +52.3% | +32.3% | +64.1% |
| 3Y | +46.2% | +215.2% | -169.0% | +6.6% |
| 5Y | -21.3% | +276.5% | -297.8% | -45.3% |
| 10Y | +213.5% | +508.4% | -294.8% | +89.4% |
| All | +6,242.0% | +36,294.0% | -30,052.1% | +1,704.9% |
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