+43.2%
XME vs CASY
+42.6%
+0.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +1.3% |
| 7D | +3.6% | -4.4% | +8.0% | +3.8% |
| 30D | +3.6% | -12.0% | +15.7% | +4.3% |
| 3M | +1.2% | -2.3% | +3.6% | 0.0% |
| 6M | +9.0% | +10.5% | -1.5% | +2.7% |
| YTD | +15.9% | +33.0% | -17.1% | +5.7% |
| 1Y | +43.2% | +41.1% | +2.0% | +33.2% |
| All | +43.2% | +42.6% | +0.6% | +33.2% |
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 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