+6,164.8%
HON vs CASY
+33,247.3%
-27,082.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +3.9% |
| 7D | +2.3% | +3.6% | -1.2% | +1.4% |
| 30D | +10.2% | +7.2% | +3.0% | +8.3% |
| 3M | -6.7% | -16.9% | +10.2% | -3.1% |
| 6M | +3.3% | -19.3% | +22.7% | +6.9% |
| YTD | +13.4% | +25.6% | -12.2% | +4.8% |
| 1Y | +14.7% | +30.2% | -15.4% | +4.9% |
| 3Y | +33.4% | +154.9% | -121.5% | +1.2% |
| 5Y | +12.7% | +252.1% | -239.4% | -21.8% |
| 10Y | +164.1% | +535.8% | -371.7% | +55.9% |
| All | +6,164.8% | +33,247.3% | -27,082.6% | +1,557.7% |
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