+254.0%
THC vs CASY
+276.6%
-22.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -0.7% | +0.1% | -0.7% | -0.7% |
| 30D | +1.3% | -11.3% | +12.6% | +3.8% |
| 3M | +64.2% | -0.6% | +64.9% | +62.2% |
| 6M | +8.3% | +10.7% | -2.4% | +3.4% |
| YTD | +33.4% | +37.1% | -3.7% | +19.7% |
| 1Y | +37.7% | +52.3% | -14.6% | +19.3% |
| 3Y | +236.8% | +215.2% | +21.6% | +120.1% |
| All | +254.0% | +276.6% | -22.7% | +102.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling