+2,903.2%
HPQ vs CASY
+36,294.0%
-33,390.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | +6.9% | +0.1% | +6.9% | +6.9% |
| 30D | +14.4% | -11.3% | +25.8% | +17.4% |
| 3M | +25.6% | -0.6% | +26.3% | +24.9% |
| 6M | +75.0% | +10.7% | +64.3% | +69.1% |
| YTD | +50.7% | +37.1% | +13.6% | +38.5% |
| 1Y | +18.7% | +52.3% | -33.6% | +6.2% |
| 3Y | +21.5% | +215.2% | -193.7% | -9.6% |
| 5Y | +31.6% | +276.5% | -244.9% | -6.7% |
| 10Y | +216.1% | +508.4% | -292.3% | +97.7% |
| All | +2,903.2% | +36,294.0% | -33,390.8% | +783.7% |
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