+4.0%
HON vs CASY
+274.3%
-270.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | -0.2% |
| 7D | -0.8% | -4.4% | +3.5% | -0.1% |
| 30D | -15.2% | -12.0% | -3.1% | -13.4% |
| 3M | -6.0% | -2.3% | -3.6% | -6.6% |
| 6M | -14.9% | +10.5% | -25.4% | -18.3% |
| YTD | +3.2% | +33.0% | -29.9% | -5.4% |
| 1Y | 0.0% | +41.1% | -41.1% | -10.0% |
| 3Y | +21.5% | +207.5% | -186.0% | -15.6% |
| 5Y | +4.0% | +290.7% | -286.7% | -34.6% |
| All | +4.0% | +274.3% | -270.3% | -34.6% |
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 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