-4.8%
HSY vs CASY
+42.6%
-47.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.5% |
| 7D | -1.6% | -4.4% | +2.8% | -1.0% |
| 30D | -4.2% | -12.0% | +7.8% | -2.7% |
| 3M | -0.7% | -2.3% | +1.6% | -1.4% |
| 6M | -21.8% | +10.5% | -32.3% | -25.9% |
| YTD | -2.7% | +33.0% | -35.7% | -13.1% |
| 1Y | -4.8% | +41.1% | -46.0% | -17.4% |
| All | -4.8% | +42.6% | -47.4% | -17.4% |
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 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