+6,143.4%
HON vs CASY
+33,553.3%
-27,409.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.6% |
| 7D | +1.9% | +5.0% | -3.1% | +0.7% |
| 30D | +9.9% | +8.2% | +1.7% | +7.7% |
| 3M | -5.8% | -18.2% | +12.4% | -1.7% |
| 6M | +3.0% | -18.6% | +21.6% | +6.3% |
| YTD | +13.1% | +26.8% | -13.7% | +4.2% |
| 1Y | +13.2% | +31.6% | -18.4% | +3.2% |
| 3Y | +30.8% | +156.5% | -125.7% | -0.9% |
| 5Y | +13.0% | +258.6% | -245.6% | -22.0% |
| 10Y | +161.3% | +550.3% | -389.0% | +53.4% |
| All | +6,143.4% | +33,553.3% | -27,409.9% | +1,548.4% |
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