-67.3%
UUUU vs CASY
-18.2%
-49.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.2% |
| 7D | -1.1% | +3.6% | -4.6% | -0.2% |
| 30D | -21.0% | +9.1% | -30.0% | -19.4% |
| 3M | -54.8% | -16.5% | -38.3% | -56.4% |
| 6M | -67.3% | -19.7% | -47.6% | -68.6% |
| All | -67.3% | -18.2% | -49.1% | -68.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling