-3.1%
PAAS vs CASY
+32.9%
-35.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.5% |
| 7D | -8.9% | +3.6% | -12.5% | -8.8% |
| 30D | -11.4% | +9.1% | -20.5% | -11.1% |
| 3M | -20.4% | -16.5% | -3.9% | -20.2% |
| 6M | -40.7% | -19.7% | -21.0% | -36.6% |
| YTD | -26.9% | +29.3% | -56.2% | -34.9% |
| 1Y | -3.1% | +33.1% | -36.2% | -13.6% |
| All | -3.1% | +32.9% | -35.9% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling