+2,024.3%
XEL vs CASY
+33,247.3%
-31,223.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.5% |
| 7D | +1.1% | +3.6% | -2.5% | +0.6% |
| 30D | +8.7% | +7.2% | +1.5% | +7.6% |
| 3M | +3.5% | -16.9% | +20.4% | +5.9% |
| 6M | +2.6% | -19.3% | +21.9% | +4.9% |
| YTD | +11.1% | +25.6% | -14.6% | +6.6% |
| 1Y | +2.2% | +30.2% | -28.0% | -2.5% |
| 3Y | +51.1% | +154.9% | -103.8% | +30.2% |
| 5Y | +48.0% | +252.1% | -204.1% | +21.2% |
| 10Y | +175.3% | +535.8% | -360.5% | +106.5% |
| All | +2,024.3% | +33,247.3% | -31,223.0% | +966.5% |
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