+185.7%
WEC vs CASY
+551.3%
-365.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.5% | +1.0% |
| 7D | +0.2% | +3.6% | -3.4% | -0.6% |
| 30D | +12.9% | +7.2% | +5.7% | +11.1% |
| 3M | +9.8% | -16.9% | +26.7% | +14.0% |
| 6M | +6.7% | -19.3% | +26.1% | +10.8% |
| YTD | +14.0% | +25.6% | -11.7% | +5.5% |
| 1Y | +7.3% | +30.2% | -22.8% | -1.7% |
| 3Y | +63.8% | +154.9% | -91.1% | +22.1% |
| 5Y | +54.8% | +252.1% | -197.4% | +2.8% |
| 10Y | +185.7% | +535.8% | -350.1% | +63.5% |
| All | +185.7% | +551.3% | -365.6% | +63.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling