-48.8%
LITE vs CASY
-19.3%
-29.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +2.2% | -20.9% | -18.2% |
| 7D | -44.6% | +1.8% | -46.4% | -44.3% |
| 30D | -55.0% | +11.2% | -66.2% | -54.3% |
| 3M | -38.3% | -19.1% | -19.2% | -38.1% |
| 6M | -48.8% | -19.9% | -28.8% | -47.7% |
| All | -48.8% | -19.3% | -29.4% | -47.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling