+4,325.0%
HSY vs CASY
+36,294.0%
-31,969.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -2.8% | -11.3% | +8.5% | -1.4% |
| 3M | -4.5% | -0.6% | -3.8% | -4.8% |
| 6M | -24.2% | +10.7% | -34.9% | -25.6% |
| YTD | -2.7% | +37.1% | -39.9% | -6.9% |
| 1Y | -3.7% | +52.3% | -56.0% | -9.1% |
| 3Y | -11.5% | +215.2% | -226.7% | -24.4% |
| 5Y | +10.3% | +276.5% | -266.2% | -8.3% |
| 10Y | +122.1% | +508.4% | -386.2% | +72.3% |
| All | +4,325.0% | +36,294.0% | -31,969.0% | +2,175.4% |
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 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