+26.3%
LIN vs CASY
+32.1%
-5.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.8% | -0.7% |
| 7D | +3.6% | +1.8% | +1.8% | +3.6% |
| 30D | +6.4% | +11.2% | -4.8% | +6.4% |
| 3M | +6.5% | -19.1% | +25.6% | +6.4% |
| 6M | +4.9% | -19.9% | +24.8% | +5.3% |
| YTD | +23.4% | +25.2% | -1.7% | +21.5% |
| 1Y | +26.3% | +31.6% | -5.3% | +22.9% |
| All | +26.3% | +32.1% | -5.8% | +22.9% |
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