+71.3%
PAAS vs CASY
+254.0%
-182.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.6% |
| 7D | -0.4% | +1.8% | -2.3% | -0.7% |
| 30D | -11.6% | +11.2% | -22.8% | -13.4% |
| 3M | -15.6% | -19.1% | +3.5% | -12.5% |
| 6M | -19.1% | -19.9% | +0.8% | -16.3% |
| YTD | -20.9% | +25.2% | -46.1% | -28.3% |
| 1Y | +21.3% | +31.6% | -10.3% | +8.3% |
| 3Y | +177.4% | +155.4% | +22.0% | +109.1% |
| 5Y | +71.3% | +251.5% | -180.2% | +24.0% |
| All | +71.3% | +254.0% | -182.7% | +24.0% |
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