+1,747.8%
PLD vs CASY
+7,800.4%
-6,052.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.2% |
| 3M | -3.8% | -0.6% | -3.1% | -4.9% |
| 6M | 0.0% | +10.7% | -10.7% | -4.8% |
| YTD | +9.2% | +37.1% | -27.9% | -3.1% |
| 1Y | +25.9% | +52.3% | -26.4% | +7.5% |
| 3Y | +21.3% | +215.2% | -193.9% | -20.7% |
| 5Y | +14.1% | +276.5% | -262.4% | -30.4% |
| 10Y | +237.9% | +508.4% | -270.5% | +69.4% |
| All | +1,747.8% | +7,800.4% | -6,052.6% | +372.2% |
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