+1,330.5%
WDC vs CASY
+220.7%
+1,109.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +5.9% |
| 7D | +1.7% | +0.1% | +1.7% | +1.7% |
| 30D | -10.0% | -11.3% | +1.4% | -8.1% |
| 3M | -18.8% | -0.6% | -18.1% | -19.4% |
| 6M | +79.0% | +10.7% | +68.3% | +73.2% |
| YTD | +171.6% | +37.1% | +134.4% | +151.6% |
| 1Y | +417.4% | +52.3% | +365.1% | +365.8% |
| All | +1,330.5% | +220.7% | +1,109.8% | +1,043.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling