+129.4%
LITE vs CASY
+30.1%
+99.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.7% | +10.0% | +10.7% |
| 7D | -12.9% | +3.6% | -16.5% | -12.9% |
| 30D | -46.0% | +7.2% | -53.2% | -46.1% |
| 3M | -33.0% | -16.9% | -16.1% | -31.3% |
| 6M | -34.0% | -19.3% | -14.7% | -30.2% |
| YTD | +61.7% | +25.6% | +36.1% | +62.6% |
| All | +129.4% | +30.1% | +99.3% | +136.5% |
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