+1,681.1%
PLTR vs CASY
+304.4%
+1,376.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.3% |
| 7D | -5.1% | +3.6% | -8.7% | -6.1% |
| 30D | -19.1% | +7.2% | -26.3% | -20.8% |
| 3M | -1.6% | -16.9% | +15.3% | +2.9% |
| 6M | +22.8% | -19.3% | +42.1% | +28.4% |
| YTD | -4.8% | +25.6% | -30.5% | -16.4% |
| 1Y | -4.9% | +30.2% | -35.1% | -18.0% |
| 3Y | +826.1% | +154.9% | +671.2% | +499.9% |
| 5Y | +597.7% | +252.1% | +345.6% | +293.1% |
| All | +1,681.1% | +304.4% | +1,376.7% | +847.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling