+236.9%
PLD vs CASY
+505.6%
-268.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -2.4% | -11.3% | +8.9% | +0.9% |
| 3M | -3.8% | -0.6% | -3.1% | -4.8% |
| 6M | 0.0% | +10.7% | -10.7% | -4.7% |
| YTD | +9.2% | +37.1% | -27.9% | -2.9% |
| 1Y | +25.9% | +52.3% | -26.4% | +7.8% |
| 3Y | +21.3% | +215.2% | -193.9% | -21.3% |
| 5Y | +14.1% | +276.5% | -262.4% | -31.5% |
| All | +236.9% | +505.6% | -268.7% | +69.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling