+12.5%
KHC vs CASY
+32.1%
-19.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.3% | +3.7% |
| 7D | +6.6% | +0.8% | +5.8% | +6.6% |
| 30D | +16.5% | +9.4% | +7.1% | +16.2% |
| 3M | -3.0% | -20.6% | +17.6% | -2.1% |
| 6M | +17.4% | -20.7% | +38.1% | +18.1% |
| YTD | +10.3% | +22.5% | -12.2% | +6.5% |
| 1Y | +12.5% | +29.5% | -17.0% | +6.4% |
| All | +12.5% | +32.1% | -19.7% | +6.4% |
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