-1.1%
KHC vs CASY
+42.6%
-43.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +0.3% |
| 7D | -2.2% | -4.4% | +2.1% | -2.1% |
| 30D | -0.1% | -12.0% | +12.0% | +0.3% |
| 3M | +8.3% | -2.3% | +10.7% | +7.9% |
| 6M | +5.0% | +10.5% | -5.6% | +2.6% |
| YTD | +8.0% | +33.0% | -25.0% | +4.0% |
| 1Y | -1.1% | +41.1% | -42.2% | -5.7% |
| All | -1.1% | +42.6% | -43.7% | -5.7% |
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