+226.1%
HPQ vs CASY
+468.0%
-241.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -14.2% | +19.2% | +8.7% |
| 7D | +2.2% | -16.5% | +18.8% | +6.7% |
| 30D | +9.7% | -26.4% | +36.1% | +18.5% |
| 3M | +32.7% | -17.3% | +50.0% | +37.5% |
| 6M | +77.7% | -5.2% | +82.9% | +75.6% |
| YTD | +51.0% | +14.1% | +36.9% | +40.4% |
| 1Y | +18.4% | +16.6% | +1.8% | +9.0% |
| 3Y | +25.6% | +163.7% | -138.1% | -15.3% |
| 5Y | +38.6% | +231.3% | -192.7% | -15.4% |
| 10Y | +226.1% | +462.9% | -236.8% | +63.4% |
| All | +226.1% | +468.0% | -241.9% | +63.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling