+19.5%
LSCC vs CASY
+254.0%
-234.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +2.2% | -10.8% | -9.2% |
| 7D | -4.8% | +1.8% | -6.7% | -5.4% |
| 30D | -27.1% | +11.2% | -38.3% | -29.8% |
| 3M | -23.6% | -19.1% | -4.5% | -18.8% |
| 6M | -19.8% | -19.9% | +0.1% | -15.3% |
| YTD | +33.2% | +25.2% | +8.1% | +15.5% |
| 1Y | +55.2% | +31.6% | +23.6% | +31.2% |
| 3Y | +70.1% | +155.4% | -85.3% | -1.5% |
| 5Y | +19.5% | +251.5% | -232.0% | -48.0% |
| All | +19.5% | +254.0% | -234.5% | -48.0% |
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