+8.2%
HON vs CASY
+32.9%
-24.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.4% |
| 7D | +1.1% | +3.6% | -2.5% | +1.2% |
| 30D | +7.2% | +9.1% | -1.9% | +7.5% |
| 3M | -4.6% | -16.5% | +11.9% | -5.5% |
| 6M | -1.9% | -19.7% | +17.9% | +0.4% |
| YTD | +10.2% | +29.3% | -19.1% | +6.1% |
| 1Y | +8.2% | +33.1% | -24.9% | +4.1% |
| All | +8.2% | +32.9% | -24.6% | +4.1% |
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 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