+1,621.7%
PLD vs CASY
+7,092.1%
-5,470.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.8% | +1.1% | -1.9% | -1.2% |
| 30D | -0.3% | +8.7% | -9.0% | -3.0% |
| 3M | -8.0% | -17.3% | +9.3% | -3.2% |
| 6M | -9.8% | -19.7% | +9.9% | -5.3% |
| YTD | +1.8% | +24.8% | -23.0% | -7.7% |
| 1Y | +5.6% | +31.9% | -26.3% | -6.2% |
| 3Y | +33.3% | +155.4% | -122.1% | -7.1% |
| 5Y | +0.3% | +250.6% | -250.3% | -37.8% |
| 10Y | +241.6% | +556.8% | -315.2% | +66.1% |
| All | +1,621.7% | +7,092.1% | -5,470.3% | +349.8% |
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