+729.8%
HBAN vs CASY
+33,946.0%
-33,216.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | +0.8% | +2.5% | -1.7% | 0.0% |
| 30D | +3.2% | +10.2% | -7.0% | 0.0% |
| 3M | -11.1% | -15.7% | +4.6% | -7.0% |
| 6M | +1.2% | -18.4% | +19.6% | +5.4% |
| YTD | -6.7% | +28.3% | -34.9% | -16.2% |
| 1Y | +2.4% | +32.6% | -30.1% | -9.2% |
| 3Y | +73.3% | +159.5% | -86.3% | +20.6% |
| 5Y | +20.7% | +263.9% | -243.2% | -25.5% |
| 10Y | +104.1% | +548.5% | -444.4% | +3.5% |
| All | +729.8% | +33,946.0% | -33,216.2% | +71.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling