+1,643.3%
PLD vs CASY
+7,111.8%
-5,468.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.8% |
| 7D | +0.4% | +1.8% | -1.4% | -0.2% |
| 30D | -0.1% | +11.2% | -11.3% | -3.6% |
| 3M | -7.9% | -19.1% | +11.1% | -2.5% |
| 6M | -7.0% | -19.9% | +12.9% | -2.3% |
| YTD | +3.1% | +25.2% | -22.1% | -6.6% |
| 1Y | +7.1% | +31.6% | -24.5% | -4.8% |
| 3Y | +32.9% | +155.4% | -122.5% | -7.3% |
| 5Y | +1.5% | +251.5% | -250.0% | -37.1% |
| 10Y | +245.9% | +558.6% | -312.8% | +68.0% |
| All | +1,643.3% | +7,111.8% | -5,468.5% | +355.1% |
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 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