+20,705.6%
LLY vs CASY
+33,031.0%
-12,325.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -4.5% | +1.1% | -5.6% | -4.7% |
| 30D | +13.9% | +8.7% | +5.2% | +12.3% |
| 3M | +13.8% | -17.3% | +31.1% | +17.0% |
| 6M | +37.6% | -19.7% | +57.3% | +41.4% |
| YTD | +26.6% | +24.8% | +1.8% | +20.5% |
| 1Y | +45.3% | +31.9% | +13.4% | +36.9% |
| 3Y | +132.2% | +155.4% | -23.2% | +94.0% |
| 5Y | +434.7% | +250.6% | +184.1% | +320.7% |
| 10Y | +2,084.3% | +556.8% | +1,527.5% | +1,417.4% |
| All | +20,705.6% | +33,031.0% | -12,325.4% | +8,555.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling