+87.3%
PCG vs CASY
+33,031.0%
-32,943.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -1.6% | +1.1% | -2.7% | -1.8% |
| 30D | +1.4% | +8.7% | -7.3% | +0.1% |
| 3M | -23.4% | -17.3% | -6.1% | -21.4% |
| 6M | -19.4% | -19.7% | +0.4% | -17.4% |
| YTD | -18.5% | +24.8% | -43.3% | -21.8% |
| 1Y | -19.5% | +31.9% | -51.4% | -23.5% |
| 3Y | -21.0% | +155.4% | -176.4% | -32.5% |
| 5Y | +13.7% | +250.6% | -236.8% | -7.8% |
| 10Y | -77.2% | +556.8% | -634.0% | -83.2% |
| All | +87.3% | +33,031.0% | -32,943.7% | -5.5% |
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 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