+59.1%
HL vs CASY
+36,294.0%
-36,234.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +25.1% | -11.3% | +36.4% | +26.9% |
| 3M | +22.9% | -0.6% | +23.5% | +22.0% |
| 6M | -4.9% | +10.7% | -15.6% | -6.9% |
| YTD | +7.8% | +37.1% | -29.3% | +2.6% |
| 1Y | +133.9% | +52.3% | +81.6% | +119.5% |
| 3Y | +380.9% | +215.2% | +165.7% | +310.8% |
| 5Y | +230.2% | +276.5% | -46.3% | +175.6% |
| 10Y | +265.6% | +508.4% | -242.8% | +187.0% |
| All | +59.1% | +36,294.0% | -36,234.9% | +34.4% |
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