+1,269.9%
PAAS vs CASY
+11,749.7%
-10,479.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +6.8% | -11.3% | +18.1% | +8.1% |
| 3M | -2.9% | -0.6% | -2.2% | -3.4% |
| 6M | -16.4% | +10.7% | -27.1% | -17.9% |
| YTD | 0.0% | +37.1% | -37.1% | -4.0% |
| 1Y | +54.3% | +52.3% | +2.0% | +46.3% |
| 3Y | +230.7% | +215.2% | +15.5% | +190.4% |
| 5Y | +111.6% | +276.5% | -164.9% | +82.1% |
| 10Y | +211.7% | +508.4% | -296.7% | +152.2% |
| All | +1,269.9% | +11,749.7% | -10,479.8% | +847.3% |
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