-77.7%
PLTD vs CASY
+66.6%
-144.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.3% |
| 7D | -9.8% | +2.5% | -12.2% | -9.4% |
| 30D | +18.9% | +10.2% | +8.7% | +20.6% |
| 3M | -4.2% | -15.7% | +11.5% | -6.6% |
| 6M | -34.8% | -18.4% | -16.5% | -38.0% |
| YTD | -21.1% | +28.3% | -49.4% | -9.0% |
| 1Y | -19.3% | +32.6% | -51.8% | -5.1% |
| All | -77.7% | +66.6% | -144.4% | -66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling