-35.9%
HOOD vs CASY
+32.9%
-68.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.3% |
| 7D | -3.8% | +3.6% | -7.3% | -3.8% |
| 30D | -23.0% | +9.1% | -32.0% | -23.0% |
| 3M | -21.6% | -16.5% | -5.1% | -21.5% |
| 6M | +1.4% | -19.7% | +21.2% | +3.4% |
| YTD | -31.2% | +29.3% | -60.4% | -29.4% |
| 1Y | -35.9% | +33.1% | -69.1% | -33.5% |
| All | -35.9% | +32.9% | -68.8% | -33.5% |
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