+286.7%
PFGC vs CASY
+549.1%
-262.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -0.5% |
| 7D | -2.4% | -4.4% | +1.9% | -0.5% |
| 30D | -15.8% | -12.0% | -3.7% | -11.0% |
| 3M | -0.6% | -2.3% | +1.7% | -2.0% |
| 6M | +10.7% | +10.5% | +0.1% | +1.8% |
| YTD | +7.6% | +33.0% | -25.4% | -9.8% |
| 1Y | -7.8% | +41.1% | -49.0% | -25.4% |
| 3Y | +63.7% | +207.5% | -143.8% | -16.7% |
| 5Y | +112.3% | +290.7% | -178.5% | -7.6% |
| 10Y | +286.7% | +556.5% | -269.8% | +36.3% |
| All | +286.7% | +549.1% | -262.4% | +36.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling