+928.6%
WDC vs CASY
+276.6%
+652.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.2% |
| 3M | -18.8% | -0.6% | -18.1% | -19.8% |
| 6M | +79.0% | +10.7% | +68.3% | +70.9% |
| YTD | +171.6% | +37.1% | +134.4% | +143.2% |
| 1Y | +417.4% | +52.3% | +365.1% | +345.8% |
| 3Y | +1,251.8% | +215.2% | +1,036.6% | +779.6% |
| All | +928.6% | +276.6% | +652.0% | +494.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling