+10.2%
PCG vs CASY
+253.8%
-243.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.7% | +1.2% |
| 7D | -1.1% | +3.6% | -4.6% | -1.7% |
| 30D | +0.1% | +7.2% | -7.1% | -1.2% |
| 3M | -24.4% | -16.9% | -7.5% | -22.2% |
| 6M | -17.7% | -19.3% | +1.7% | -15.2% |
| YTD | -17.4% | +25.6% | -43.1% | -22.4% |
| 1Y | -19.4% | +30.2% | -49.5% | -25.0% |
| 3Y | -18.6% | +154.9% | -173.5% | -36.8% |
| 5Y | +10.2% | +252.1% | -241.9% | -25.1% |
| All | +10.2% | +253.8% | -243.5% | -25.1% |
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