+4,261.5%
XOM vs CASY
+36,294.0%
-32,032.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +5.9% | -11.3% | +17.2% | +7.9% |
| 3M | +5.6% | -0.6% | +6.2% | +5.2% |
| 6M | +7.9% | +10.7% | -2.9% | +5.3% |
| YTD | +35.2% | +37.1% | -1.9% | +27.3% |
| 1Y | +46.0% | +52.3% | -6.3% | +34.9% |
| 3Y | +55.0% | +215.2% | -160.2% | +25.1% |
| 5Y | +246.3% | +276.5% | -30.2% | +168.7% |
| 10Y | +181.0% | +508.4% | -327.4% | +99.3% |
| All | +4,261.5% | +36,294.0% | -32,032.5% | +2,016.3% |
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