+734.5%
HBAN vs CASY
+34,208.5%
-33,474.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +2.3% | +3.6% | -1.3% | +1.1% |
| 30D | +4.8% | +9.1% | -4.3% | +1.8% |
| 3M | -10.1% | -16.5% | +6.4% | -5.7% |
| 6M | +5.0% | -19.7% | +24.7% | +10.0% |
| YTD | -6.1% | +29.3% | -35.4% | -15.9% |
| 1Y | +4.6% | +33.1% | -28.6% | -7.4% |
| 3Y | +74.9% | +158.5% | -83.6% | +21.9% |
| 5Y | +21.4% | +266.7% | -245.3% | -25.3% |
| 10Y | +105.3% | +553.5% | -448.2% | +3.8% |
| All | +734.5% | +34,208.5% | -33,474.0% | +71.6% |
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