+67.6%
UBER vs CASY
+461.2%
-393.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.6% |
| 7D | +1.6% | +3.6% | -2.0% | +0.7% |
| 30D | +0.6% | +9.1% | -8.5% | -1.6% |
| 3M | -8.2% | -16.5% | +8.4% | -4.4% |
| 6M | -6.7% | -19.7% | +13.0% | -2.7% |
| YTD | -14.7% | +29.3% | -44.0% | -23.3% |
| 1Y | -24.1% | +33.1% | -57.2% | -32.4% |
| 3Y | +33.4% | +158.5% | -125.1% | -5.4% |
| 5Y | +54.5% | +266.7% | -212.3% | -3.4% |
| All | +67.6% | +461.2% | -393.5% | -12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling