+3,407.5%
LNT vs CASY
+33,031.0%
-29,623.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -1.0% |
| 7D | +1.4% | +1.1% | +0.3% | +1.3% |
| 30D | +12.3% | +8.7% | +3.6% | +10.9% |
| 3M | +5.3% | -17.3% | +22.6% | +7.9% |
| 6M | +2.0% | -19.7% | +21.8% | +4.5% |
| YTD | +15.3% | +24.8% | -9.6% | +10.5% |
| 1Y | +12.3% | +31.9% | -19.6% | +6.7% |
| 3Y | +59.1% | +155.4% | -96.3% | +35.7% |
| 5Y | +51.7% | +250.6% | -198.9% | +22.6% |
| 10Y | +170.1% | +556.8% | -386.7% | +97.9% |
| All | +3,407.5% | +33,031.0% | -29,623.5% | +1,742.3% |
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