+9,012.0%
WMT vs CASY
+36,294.0%
-27,282.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +3.9% | +0.1% | +3.8% | +3.9% |
| 30D | -4.4% | -11.3% | +6.9% | -2.4% |
| 3M | -8.8% | -0.6% | -8.1% | -9.1% |
| 6M | -15.6% | +10.7% | -26.4% | -17.6% |
| YTD | -3.2% | +37.1% | -40.3% | -9.0% |
| 1Y | +7.0% | +52.3% | -45.3% | -1.3% |
| 3Y | +105.3% | +215.2% | -109.9% | +65.1% |
| 5Y | +129.3% | +276.5% | -147.2% | +77.6% |
| 10Y | +423.9% | +508.4% | -84.4% | +267.0% |
| All | +9,012.0% | +36,294.0% | -27,282.1% | +3,217.5% |
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 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