+124.0%
CNH vs CASY
+551.3%
-427.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.7% | +10.2% | +10.7% |
| 7D | +8.6% | +3.6% | +5.0% | +7.3% |
| 30D | +12.6% | +7.2% | +5.4% | +9.9% |
| 3M | +17.5% | -16.9% | +34.4% | +23.5% |
| 6M | +18.1% | -19.3% | +37.4% | +23.5% |
| YTD | +40.4% | +25.6% | +14.7% | +23.8% |
| 1Y | +34.0% | +30.2% | +3.8% | +16.1% |
| 3Y | +35.3% | +154.9% | -119.6% | -14.7% |
| 5Y | -5.1% | +252.1% | -257.2% | -49.6% |
| 10Y | +124.0% | +535.8% | -411.8% | -5.2% |
| All | +124.0% | +551.3% | -427.3% | -5.2% |
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 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