+8.3%
HSY vs CASY
+32.1%
-23.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.7% | +4.0% |
| 7D | +6.6% | +0.8% | +5.7% | +6.4% |
| 30D | +8.4% | +9.4% | -1.0% | +7.4% |
| 3M | -1.8% | -20.6% | +18.8% | +0.5% |
| 6M | -2.6% | -20.7% | +18.1% | +0.4% |
| YTD | -2.0% | +22.5% | -24.5% | -10.1% |
| 1Y | +8.3% | +29.5% | -21.2% | -2.7% |
| All | +8.3% | +32.1% | -23.8% | -2.7% |
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 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