-10.0%
PLTR vs CASY
+32.1%
-42.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.0% |
| 7D | -12.8% | +0.8% | -13.6% | -12.7% |
| 30D | -9.3% | +9.4% | -18.8% | -8.9% |
| 3M | +5.6% | -20.6% | +26.2% | +3.6% |
| 6M | +17.6% | -20.7% | +38.3% | +16.7% |
| YTD | -3.4% | +22.5% | -25.9% | -3.3% |
| 1Y | -10.0% | +29.5% | -39.5% | -8.5% |
| All | -10.0% | +32.1% | -42.1% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling