+82.7%
HL vs CASY
+15.3%
+67.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -4.0% |
| 7D | -5.6% | -17.2% | +11.6% | -5.0% |
| 30D | +12.7% | -24.4% | +37.1% | +14.0% |
| 3M | +42.5% | -31.4% | +73.9% | +46.8% |
| 6M | -9.0% | -8.9% | -0.1% | -15.5% |
| YTD | +4.4% | +13.8% | -9.4% | -8.9% |
| 1Y | +82.7% | +17.0% | +65.7% | +65.8% |
| All | +82.7% | +15.3% | +67.4% | +65.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling