+35.0%
XPO vs CASY
+31.3%
+3.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -1.5% | +5.0% | -6.5% | -2.1% |
| 30D | +2.6% | +8.2% | -5.6% | +1.8% |
| 3M | -6.1% | -18.2% | +12.1% | -4.8% |
| 6M | -8.0% | -18.6% | +10.6% | -2.7% |
| YTD | +38.5% | +26.8% | +11.7% | +26.1% |
| 1Y | +35.0% | +31.6% | +3.4% | +20.3% |
| All | +35.0% | +31.3% | +3.7% | +20.3% |
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 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