+1,046.2%
PLTR vs CASY
+215.7%
+830.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -6.4% | +0.1% | -6.5% | -6.4% |
| 30D | +10.0% | -11.3% | +21.4% | +12.6% |
| 3M | +23.0% | -0.6% | +23.7% | +21.6% |
| 6M | +13.8% | +10.7% | +3.1% | +7.7% |
| YTD | -1.9% | +37.1% | -39.0% | -13.9% |
| 1Y | +11.6% | +52.3% | -40.6% | -6.9% |
| All | +1,046.2% | +215.7% | +830.4% | +696.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling