-77.5%
PLTD vs CASY
+78.1%
-155.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +5.0% | +4.6% |
| 7D | +5.9% | +0.1% | +5.8% | +6.0% |
| 30D | -11.6% | -11.3% | -0.3% | -13.3% |
| 3M | -29.9% | -0.6% | -29.3% | -29.5% |
| 6M | -28.5% | +10.7% | -39.2% | -24.4% |
| YTD | -20.4% | +37.1% | -57.5% | -7.4% |
| 1Y | -33.3% | +52.3% | -85.6% | -16.7% |
| All | -77.5% | +78.1% | -155.7% | -66.1% |
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