+1,533.3%
LITE vs CASY
+551.3%
+982.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.7% | +10.0% | +10.5% |
| 7D | -12.9% | +3.6% | -16.5% | -13.9% |
| 30D | -46.0% | +7.2% | -53.2% | -47.3% |
| 3M | -33.0% | -16.9% | -16.1% | -30.0% |
| 6M | -34.0% | -19.3% | -14.7% | -31.2% |
| YTD | +61.7% | +25.6% | +36.1% | +44.7% |
| 1Y | +148.3% | +30.2% | +118.1% | +118.9% |
| 3Y | +1,408.5% | +154.9% | +1,253.6% | +925.9% |
| 5Y | +546.2% | +252.1% | +294.0% | +279.1% |
| 10Y | +1,533.3% | +535.8% | +997.5% | +637.7% |
| All | +1,533.3% | +551.3% | +982.0% | +637.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling