+499.2%
THC vs CASY
+36,294.0%
-35,794.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +62.9% |
| 6M | +8.3% | +10.7% | -2.4% | +4.7% |
| YTD | +33.4% | +37.1% | -3.7% | +23.1% |
| 1Y | +37.7% | +52.3% | -14.6% | +24.0% |
| 3Y | +236.8% | +215.2% | +21.6% | +155.9% |
| 5Y | +249.3% | +276.5% | -27.2% | +154.1% |
| 10Y | +995.2% | +508.4% | +486.9% | +623.8% |
| All | +499.2% | +36,294.0% | -35,794.8% | +129.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling