+43.6%
XLE vs CASY
+32.0%
+11.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -12.0% | +1.1% | -13.1% | -12.0% |
| 30D | -2.7% | +8.7% | -11.4% | -3.2% |
| 3M | +6.6% | -17.3% | +23.9% | +7.8% |
| 6M | +9.5% | -19.7% | +29.3% | +10.0% |
| YTD | +40.6% | +24.8% | +15.7% | +43.3% |
| 1Y | +43.6% | +31.9% | +11.7% | +46.0% |
| All | +43.6% | +32.0% | +11.6% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling