+120.6%
VLO vs CASY
+32.1%
+88.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.4% | -7.2% | -5.9% |
| 7D | -6.0% | +0.8% | -6.8% | -6.0% |
| 30D | -12.9% | +9.4% | -22.3% | -13.5% |
| 3M | +18.3% | -20.6% | +38.9% | +21.1% |
| 6M | +46.4% | -20.7% | +67.2% | +49.4% |
| YTD | +127.7% | +22.5% | +105.2% | +122.2% |
| 1Y | +120.6% | +29.5% | +91.1% | +112.7% |
| All | +120.6% | +32.1% | +88.5% | +112.7% |
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