+1,272.1%
XPO vs CASY
+539.5%
+732.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -1.5% | +5.0% | -6.5% | -3.4% |
| 30D | +2.6% | +8.2% | -5.6% | -0.5% |
| 3M | -6.1% | -18.2% | +12.1% | +0.5% |
| 6M | -8.0% | -18.6% | +10.6% | -2.8% |
| YTD | +38.5% | +26.8% | +11.7% | +20.6% |
| 1Y | +35.0% | +31.6% | +3.4% | +15.3% |
| 3Y | +126.5% | +156.5% | -30.1% | +37.5% |
| 5Y | +315.4% | +258.6% | +56.8% | +111.3% |
| 10Y | +1,272.1% | +550.3% | +721.9% | +439.1% |
| All | +1,272.1% | +539.5% | +732.7% | +439.1% |
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 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