+10,029.5%
WDC vs CASY
+33,031.0%
-23,001.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | -28.0% | +1.1% | -29.0% | -28.3% |
| 30D | -34.9% | +8.7% | -43.6% | -36.8% |
| 3M | -41.6% | -17.3% | -24.2% | -38.9% |
| 6M | -45.4% | -19.7% | -25.6% | -43.2% |
| YTD | +53.3% | +24.8% | +28.5% | +39.8% |
| 1Y | +61.5% | +31.9% | +29.6% | +44.4% |
| 3Y | +712.3% | +155.4% | +557.0% | +484.8% |
| 5Y | +524.2% | +250.6% | +273.7% | +303.3% |
| 10Y | +616.5% | +556.8% | +59.7% | +277.8% |
| All | +10,029.5% | +33,031.0% | -23,001.5% | +1,894.3% |
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