+10,793.7%
WMT vs CASY
+34,208.6%
-23,414.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +2.0% | +3.6% | -1.5% | +1.4% |
| 30D | +10.3% | +9.1% | +1.2% | +8.6% |
| 3M | +11.0% | -16.5% | +27.5% | +14.2% |
| 6M | -2.3% | -19.7% | +17.4% | +0.7% |
| YTD | +15.7% | +29.3% | -13.6% | +9.6% |
| 1Y | +26.0% | +33.1% | -7.2% | +18.6% |
| 3Y | +136.5% | +158.5% | -22.0% | +96.6% |
| 5Y | +176.8% | +266.7% | -89.9% | +115.0% |
| 10Y | +537.5% | +553.5% | -16.0% | +341.2% |
| All | +10,793.7% | +34,208.6% | -23,414.9% | +3,895.2% |
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