+12.7%
HON vs CASY
+253.8%
-241.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +4.0% |
| 7D | +2.3% | +3.6% | -1.2% | +1.8% |
| 30D | +10.2% | +7.2% | +3.0% | +8.9% |
| 3M | -6.7% | -16.9% | +10.2% | -4.1% |
| 6M | +3.3% | -19.3% | +22.7% | +6.5% |
| YTD | +13.4% | +25.6% | -12.2% | +4.7% |
| 1Y | +14.7% | +30.2% | -15.4% | +4.8% |
| 3Y | +33.4% | +154.9% | -121.5% | -2.1% |
| 5Y | +12.7% | +252.1% | -239.4% | -28.4% |
| All | +12.7% | +253.8% | -241.0% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling