+412.6%
WDC vs CASY
+42.6%
+370.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +2.3% |
| 7D | +6.0% | -4.4% | +10.4% | +6.2% |
| 30D | +9.9% | -12.0% | +22.0% | +10.8% |
| 3M | -9.4% | -2.3% | -7.0% | -9.5% |
| 6M | +94.7% | +10.5% | +84.2% | +92.0% |
| YTD | +177.4% | +33.0% | +144.3% | +184.7% |
| 1Y | +412.6% | +41.1% | +371.4% | +429.4% |
| All | +412.6% | +42.6% | +370.0% | +429.4% |
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