+560.5%
VLO vs CASY
+276.6%
+283.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +22.6% | -11.3% | +33.9% | +25.0% |
| 3M | +43.8% | -0.6% | +44.4% | +43.6% |
| 6M | +65.7% | +10.7% | +55.0% | +62.2% |
| YTD | +131.1% | +37.1% | +94.0% | +117.5% |
| 1Y | +143.6% | +52.3% | +91.3% | +124.5% |
| 3Y | +201.4% | +215.2% | -13.8% | +133.8% |
| All | +560.5% | +276.6% | +283.9% | +418.1% |
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