-92.0%
UUUU vs CASY
+3,600.2%
-3,692.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.4% | +0.1% | -1.4% | -1.4% |
| 30D | +16.3% | -11.3% | +27.7% | +19.9% |
| 3M | -16.7% | -0.6% | -16.1% | -18.1% |
| 6M | -33.7% | +10.7% | -44.4% | -36.7% |
| YTD | -0.5% | +37.1% | -37.6% | -10.7% |
| 1Y | +28.9% | +52.3% | -23.4% | +12.0% |
| 3Y | +99.9% | +215.2% | -115.3% | +38.2% |
| 5Y | +135.3% | +276.5% | -141.2% | +54.4% |
| 10Y | +518.4% | +508.4% | +10.0% | +264.4% |
| All | -92.0% | +3,600.2% | -3,692.2% | -96.0% |
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