-26.2%
LII vs CASY
+32.1%
-58.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.5% |
| 7D | +7.9% | +0.8% | +7.1% | +7.9% |
| 30D | -0.6% | +9.4% | -10.0% | -0.5% |
| 3M | -19.3% | -20.6% | +1.2% | -19.7% |
| 6M | -29.8% | -20.7% | -9.1% | -27.8% |
| YTD | -25.4% | +22.5% | -47.9% | -31.8% |
| 1Y | -26.2% | +29.5% | -55.7% | -34.2% |
| All | -26.2% | +32.1% | -58.4% | -34.2% |
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 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