+101.6%
JHX vs CASY
+453.5%
-351.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.6% |
| 7D | -6.3% | -18.6% | +12.3% | -0.4% |
| 30D | -7.7% | -26.6% | +18.9% | +1.2% |
| 3M | +19.2% | -32.8% | +52.0% | +33.7% |
| 6M | +38.3% | -10.0% | +48.3% | +37.9% |
| YTD | +37.2% | +11.6% | +25.6% | +26.1% |
| 1Y | +42.3% | +11.5% | +30.8% | +30.3% |
| 3Y | -4.4% | +160.7% | -165.1% | -40.1% |
| 5Y | -26.4% | +232.4% | -258.8% | -59.4% |
| All | +101.6% | +453.5% | -351.9% | -8.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling