+2,059.6%
XEL vs CASY
+33,946.0%
-31,886.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +1.4% | +2.5% | -1.1% | +1.1% |
| 30D | +9.2% | +10.2% | -1.0% | +7.7% |
| 3M | +4.5% | -15.7% | +20.2% | +6.7% |
| 6M | +3.6% | -18.4% | +22.0% | +5.7% |
| YTD | +12.9% | +28.3% | -15.4% | +8.1% |
| 1Y | +4.1% | +32.6% | -28.4% | -0.9% |
| 3Y | +52.3% | +159.5% | -107.2% | +30.9% |
| 5Y | +51.6% | +263.9% | -212.3% | +23.5% |
| 10Y | +185.2% | +548.5% | -363.3% | +113.3% |
| All | +2,059.6% | +33,946.0% | -31,886.4% | +981.1% |
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