-45.4%
WDC vs CASY
-20.4%
-25.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.5% |
| 7D | -28.0% | +1.1% | -29.0% | -27.7% |
| 30D | -34.9% | +8.7% | -43.6% | -34.2% |
| 3M | -41.6% | -17.3% | -24.2% | -42.5% |
| 6M | -45.4% | -19.7% | -25.6% | -42.7% |
| All | -45.4% | -20.4% | -25.0% | -42.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling