+901.5%
LITE vs CASY
+276.6%
+624.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +6.7% | -11.3% | +18.0% | +9.6% |
| 3M | -6.8% | -0.6% | -6.1% | -8.1% |
| 6M | +29.4% | +10.7% | +18.7% | +24.1% |
| YTD | +139.1% | +37.1% | +102.0% | +116.7% |
| 1Y | +521.0% | +52.3% | +468.7% | +445.0% |
| 3Y | +1,535.3% | +215.2% | +1,320.1% | +1,089.9% |
| All | +901.5% | +276.6% | +624.9% | +566.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling