+82.2%
UBER vs CASY
+495.3%
-413.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +11.1% | -11.3% | +22.5% | +14.3% |
| 3M | +4.9% | -0.6% | +5.6% | +3.5% |
| 6M | -1.2% | +10.7% | -11.9% | -6.0% |
| YTD | -7.3% | +37.1% | -44.4% | -17.5% |
| 1Y | -17.6% | +52.3% | -69.9% | -29.3% |
| 3Y | +61.1% | +215.2% | -154.1% | +7.6% |
| 5Y | +87.9% | +276.5% | -188.6% | +17.2% |
| All | +82.2% | +495.3% | -413.1% | -6.3% |
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