+35.2%
HBAN vs CASY
+234.8%
-199.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -14.2% | +13.5% | +2.4% |
| 7D | -1.5% | -16.5% | +15.0% | +2.3% |
| 30D | -5.5% | -26.4% | +20.9% | +1.0% |
| 3M | -0.2% | -17.3% | +17.1% | +2.5% |
| 6M | +5.2% | -5.2% | +10.4% | +3.3% |
| YTD | -2.3% | +14.1% | -16.4% | -9.3% |
| 1Y | -2.2% | +16.6% | -18.8% | -10.2% |
| 3Y | +73.8% | +163.7% | -89.9% | +15.8% |
| 5Y | +35.2% | +231.3% | -196.1% | -21.1% |
| All | +35.2% | +234.8% | -199.6% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling