+24,087.1%
TXN vs CASY
+34,208.6%
-10,121.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.1% |
| 7D | +9.5% | +3.6% | +5.9% | +8.4% |
| 30D | +8.7% | +9.1% | -0.3% | +5.9% |
| 3M | +11.6% | -16.5% | +28.1% | +16.1% |
| 6M | +0.1% | -19.7% | +19.8% | +4.0% |
| YTD | +78.8% | +29.3% | +49.5% | +62.2% |
| 1Y | +91.2% | +33.1% | +58.1% | +71.7% |
| 3Y | +125.8% | +158.5% | -32.7% | +64.6% |
| 5Y | +83.8% | +266.7% | -182.9% | +19.8% |
| 10Y | +469.9% | +553.5% | -83.6% | +206.5% |
| All | +24,087.1% | +34,208.6% | -10,121.4% | +4,701.8% |
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