+222.4%
LNG vs CASY
+274.3%
-51.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.0% | -2.5% | -5.0% |
| 7D | -6.2% | -4.4% | -1.8% | -5.5% |
| 30D | +8.0% | -12.0% | +20.0% | +10.0% |
| 3M | +16.9% | -2.3% | +19.2% | +16.9% |
| 6M | +8.7% | +10.5% | -1.9% | +6.1% |
| YTD | +43.0% | +33.0% | +10.0% | +34.9% |
| 1Y | +19.4% | +41.1% | -21.7% | +11.2% |
| 3Y | +74.7% | +207.5% | -132.8% | +36.8% |
| 5Y | +222.4% | +290.7% | -68.3% | +141.0% |
| All | +222.4% | +274.3% | -51.9% | +141.0% |
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