+21.5%
USHY vs CASY
+234.8%
-213.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -14.2% | +14.1% | +0.7% |
| 7D | -0.1% | -16.5% | +16.4% | +0.9% |
| 30D | 0.0% | -26.4% | +26.3% | +1.8% |
| 3M | +0.8% | -17.3% | +18.1% | +1.7% |
| 6M | +1.9% | -5.2% | +7.1% | +1.5% |
| YTD | +2.3% | +14.1% | -11.8% | +0.2% |
| 1Y | +4.1% | +16.6% | -12.5% | +1.8% |
| 3Y | +27.8% | +163.7% | -135.9% | +13.5% |
| 5Y | +21.5% | +231.3% | -209.8% | +3.6% |
| All | +21.5% | +234.8% | -213.3% | +3.6% |
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