+155.3%
HBAN vs CASY
+453.5%
-298.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.5% |
| 7D | -1.0% | -18.6% | +17.6% | +6.1% |
| 30D | -5.6% | -26.6% | +21.0% | +4.9% |
| 3M | -1.1% | -32.8% | +31.6% | +12.9% |
| 6M | +9.9% | -10.0% | +19.9% | +10.2% |
| YTD | -0.9% | +11.6% | -12.6% | -9.3% |
| 1Y | -1.4% | +11.5% | -12.9% | -10.1% |
| 3Y | +78.2% | +160.7% | -82.5% | +6.4% |
| 5Y | +37.0% | +232.4% | -195.4% | -28.9% |
| All | +155.3% | +453.5% | -298.2% | +12.7% |
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