+33.3%
PLD vs CASY
+154.1%
-120.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.8% | +1.1% | -1.9% | -0.9% |
| 30D | -0.3% | +8.7% | -9.0% | -1.4% |
| 3M | -8.0% | -17.3% | +9.3% | -5.8% |
| 6M | -9.8% | -19.7% | +9.9% | -7.2% |
| YTD | +1.8% | +24.8% | -23.0% | -3.6% |
| 1Y | +5.6% | +31.9% | -26.3% | -1.2% |
| 3Y | +33.3% | +155.4% | -122.1% | +7.4% |
| All | +33.3% | +154.1% | -120.8% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling