+19.7%
HPQ vs CASY
+209.8%
-190.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.0% | -1.5% | -4.2% |
| 7D | -0.5% | -4.4% | +3.9% | 0.0% |
| 30D | +3.7% | -12.0% | +15.8% | +5.0% |
| 3M | +24.3% | -2.3% | +26.6% | +24.3% |
| 6M | +64.8% | +10.5% | +54.2% | +61.7% |
| YTD | +43.9% | +33.0% | +10.9% | +37.6% |
| 1Y | +11.7% | +41.1% | -29.5% | +5.7% |
| 3Y | +19.7% | +207.5% | -187.8% | +7.2% |
| All | +19.7% | +209.8% | -190.1% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling