+263.2%
THC vs CASY
+254.7%
+8.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.3% |
| 7D | +8.8% | +5.0% | +3.9% | +7.9% |
| 30D | +10.0% | +8.2% | +1.9% | +8.4% |
| 3M | +11.7% | -18.2% | +29.8% | +15.7% |
| 6M | +52.5% | -18.6% | +71.1% | +57.2% |
| YTD | +46.1% | +26.8% | +19.3% | +33.0% |
| 1Y | +49.1% | +31.6% | +17.5% | +34.0% |
| 3Y | +439.6% | +156.5% | +283.1% | +279.4% |
| 5Y | +263.2% | +258.6% | +4.5% | +114.4% |
| All | +263.2% | +254.7% | +8.4% | +114.4% |
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 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