+146.1%
LITE vs CASY
+31.5%
+114.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.6% |
| 7D | +22.6% | +2.5% | +20.1% | +22.6% |
| 30D | -36.8% | +10.2% | -47.0% | -37.0% |
| 3M | -33.0% | -15.7% | -17.3% | -31.1% |
| 6M | -37.1% | -18.4% | -18.7% | -33.1% |
| YTD | +69.5% | +28.3% | +41.2% | +69.4% |
| 1Y | +146.1% | +32.6% | +113.6% | +148.5% |
| All | +146.1% | +31.5% | +114.6% | +148.5% |
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