+49.8%
USFD vs CASY
+32.1%
+17.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.4% | +7.0% | +8.2% |
| 7D | +7.8% | +0.8% | +7.0% | +7.7% |
| 30D | +16.2% | +9.4% | +6.7% | +14.4% |
| 3M | +11.0% | -20.6% | +31.6% | +14.2% |
| 6M | +20.7% | -20.7% | +41.4% | +25.9% |
| YTD | +46.0% | +22.5% | +23.4% | +35.1% |
| 1Y | +49.8% | +29.5% | +20.3% | +38.8% |
| All | +49.8% | +32.1% | +17.6% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling