+113.2%
WDC vs CASY
+32.1%
+81.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.4% | -8.2% | -6.8% |
| 7D | -18.3% | +0.8% | -19.1% | -18.3% |
| 30D | -26.7% | +9.4% | -36.1% | -27.0% |
| 3M | -40.9% | -20.6% | -20.4% | -40.4% |
| 6M | -26.8% | -20.7% | -6.0% | -23.6% |
| YTD | +88.2% | +22.5% | +65.7% | +99.4% |
| 1Y | +113.2% | +29.5% | +83.7% | +129.5% |
| All | +113.2% | +32.1% | +81.0% | +129.5% |
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 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