+473.2%
VLO vs CASY
+266.7%
+206.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +9.6% | +3.6% | +6.1% | +9.1% |
| 30D | -17.4% | +9.1% | -26.4% | -18.4% |
| 3M | +10.8% | -16.5% | +27.3% | +13.5% |
| 6M | +56.9% | -19.7% | +76.7% | +61.3% |
| YTD | +136.8% | +29.3% | +107.5% | +125.3% |
| 1Y | +120.7% | +33.1% | +87.5% | +108.7% |
| 3Y | +231.9% | +158.5% | +73.4% | +174.2% |
| All | +473.2% | +266.7% | +206.6% | +355.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling