+1.6%
CHD vs CASY
+22.7%
-21.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -14.2% | +12.8% | -0.8% |
| 7D | -4.2% | -16.5% | +12.4% | -3.5% |
| 30D | -7.6% | -26.4% | +18.8% | -6.6% |
| 3M | -1.6% | -17.3% | +15.7% | -1.4% |
| 6M | -6.3% | -5.2% | -1.1% | -8.4% |
| YTD | +14.6% | +14.1% | +0.5% | +9.8% |
| 1Y | +1.6% | +16.6% | -15.0% | -3.2% |
| All | +1.6% | +22.7% | -21.1% | -3.2% |
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