+290,000.9%
LRCX vs CASY
+36,294.0%
+253,706.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +0.1% | -11.3% | +11.4% | +4.5% |
| 3M | -8.5% | -0.6% | -7.8% | -10.2% |
| 6M | +38.1% | +10.7% | +27.3% | +30.0% |
| YTD | +80.1% | +37.1% | +42.9% | +56.0% |
| 1Y | +208.1% | +52.3% | +155.8% | +155.0% |
| 3Y | +350.2% | +215.2% | +135.0% | +176.1% |
| 5Y | +430.7% | +276.5% | +154.2% | +201.7% |
| 10Y | +3,633.2% | +508.4% | +3,124.9% | +1,618.2% |
| All | +290,000.9% | +36,294.0% | +253,706.9% | +28,393.7% |
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 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