+42.3%
JHX vs CASY
+14.3%
+28.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +0.9% |
| 7D | -6.3% | -18.6% | +12.3% | -6.9% |
| 30D | -7.7% | -26.6% | +18.9% | -9.1% |
| 3M | +19.2% | -32.8% | +52.0% | +17.7% |
| 6M | +38.3% | -10.0% | +48.3% | +30.5% |
| YTD | +37.2% | +11.6% | +25.6% | +27.9% |
| 1Y | +42.3% | +11.5% | +30.8% | +30.8% |
| All | +42.3% | +14.3% | +28.0% | +30.8% |
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