+6.7%
LVS vs CASY
+274.3%
-267.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.4% |
| 7D | +0.3% | -4.4% | +4.7% | +1.0% |
| 30D | -3.9% | -12.0% | +8.1% | -2.0% |
| 3M | -12.9% | -2.3% | -10.5% | -13.1% |
| 6M | -16.9% | +10.5% | -27.5% | -19.6% |
| YTD | -31.2% | +33.0% | -64.3% | -36.0% |
| 1Y | -16.4% | +41.1% | -57.5% | -23.4% |
| 3Y | -4.4% | +207.5% | -211.9% | -30.6% |
| 5Y | +6.7% | +290.7% | -284.1% | -32.5% |
| All | +6.7% | +274.3% | -267.6% | -32.5% |
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