+653.4%
WDC vs CASY
+551.3%
+102.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.7% | +9.2% | +9.6% |
| 7D | -14.4% | +3.6% | -18.0% | -15.5% |
| 30D | -27.1% | +7.2% | -34.3% | -29.0% |
| 3M | -33.3% | -16.9% | -16.3% | -29.7% |
| 6M | -39.6% | -19.3% | -20.3% | -36.7% |
| YTD | +68.4% | +25.6% | +42.7% | +49.0% |
| 1Y | +78.2% | +30.2% | +48.0% | +54.8% |
| 3Y | +772.0% | +154.9% | +617.2% | +460.3% |
| 5Y | +584.9% | +252.1% | +332.8% | +271.9% |
| 10Y | +653.4% | +535.8% | +117.6% | +221.6% |
| All | +653.4% | +551.3% | +102.1% | +221.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling