+163.9%
XLE vs CASY
+551.3%
-387.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.3% |
| 7D | -7.9% | +3.6% | -11.5% | -8.8% |
| 30D | -4.8% | +7.2% | -12.0% | -6.8% |
| 3M | +8.4% | -16.9% | +25.3% | +13.3% |
| 6M | +12.7% | -19.3% | +32.0% | +17.9% |
| YTD | +41.3% | +25.6% | +15.6% | +28.3% |
| 1Y | +42.3% | +30.2% | +12.1% | +27.5% |
| 3Y | +65.1% | +154.9% | -89.8% | +13.9% |
| 5Y | +150.2% | +252.1% | -101.9% | +48.7% |
| 10Y | +163.9% | +535.8% | -371.9% | +29.7% |
| All | +163.9% | +551.3% | -387.4% | +29.7% |
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