+1,429.0%
XPO vs CASY
+549.1%
+880.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.4% |
| 7D | +2.7% | -4.4% | +7.0% | +4.4% |
| 30D | -6.2% | -12.0% | +5.9% | -1.7% |
| 3M | -15.4% | -2.3% | -13.1% | -16.4% |
| 6M | +0.7% | +10.5% | -9.8% | -6.2% |
| YTD | +39.8% | +33.0% | +6.8% | +20.4% |
| 1Y | +43.3% | +41.1% | +2.2% | +19.5% |
| 3Y | +166.0% | +207.5% | -41.5% | +49.1% |
| 5Y | +274.2% | +290.7% | -16.6% | +85.1% |
| 10Y | +1,429.0% | +556.5% | +872.6% | +510.9% |
| All | +1,429.0% | +549.1% | +880.0% | +510.9% |
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