+7,577.3%
WCN vs CASY
+5,800.4%
+1,776.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +2.9% | +1.1% | +1.8% | +2.7% |
| 30D | +22.1% | +8.7% | +13.4% | +20.0% |
| 3M | +13.2% | -17.3% | +30.5% | +17.4% |
| 6M | +23.7% | -19.7% | +43.4% | +28.2% |
| YTD | +8.7% | +24.8% | -16.1% | +1.7% |
| 1Y | +15.3% | +31.9% | -16.6% | +6.5% |
| 3Y | +46.0% | +155.4% | -109.4% | +14.4% |
| 5Y | +45.9% | +250.6% | -204.7% | +5.3% |
| 10Y | +311.1% | +556.8% | -245.8% | +150.8% |
| All | +7,577.3% | +5,800.4% | +1,776.9% | +2,339.5% |
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 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