+49.5%
UBER vs CASY
+250.1%
-200.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +5.1% | +1.1% | +4.0% | +4.9% |
| 30D | +0.2% | +8.7% | -8.5% | -1.5% |
| 3M | -2.7% | -17.3% | +14.6% | +0.8% |
| 6M | -13.4% | -19.7% | +6.4% | -10.2% |
| YTD | -16.1% | +24.8% | -40.9% | -23.9% |
| 1Y | -25.5% | +31.9% | -57.4% | -33.7% |
| 3Y | +42.5% | +155.4% | -112.9% | +0.3% |
| All | +49.5% | +250.1% | -200.7% | -7.2% |
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