+17,845.4%
WDC vs CASY
+36,294.0%
-18,448.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.0% |
| 7D | +1.7% | +0.1% | +1.7% | +1.7% |
| 30D | -10.0% | -11.3% | +1.4% | -6.7% |
| 3M | -18.8% | -0.6% | -18.1% | -19.8% |
| 6M | +79.0% | +10.7% | +68.3% | +71.2% |
| YTD | +171.6% | +37.1% | +134.4% | +143.4% |
| 1Y | +417.4% | +52.3% | +365.1% | +347.2% |
| 3Y | +1,251.8% | +215.2% | +1,036.6% | +819.3% |
| 5Y | +911.7% | +276.5% | +635.2% | +546.1% |
| 10Y | +1,399.6% | +508.4% | +891.3% | +711.0% |
| All | +17,845.4% | +36,294.0% | -18,448.7% | +3,371.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling