+651.6%
PLTR vs CASY
+261.5%
+390.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.2% |
| 7D | +10.7% | +2.5% | +8.2% | +10.0% |
| 30D | -17.8% | +10.2% | -28.0% | -20.1% |
| 3M | +0.3% | -15.7% | +16.0% | +4.7% |
| 6M | +26.2% | -18.4% | +44.5% | +31.9% |
| YTD | -3.5% | +28.3% | -31.7% | -16.6% |
| 1Y | -6.8% | +32.6% | -39.4% | -21.1% |
| 3Y | +772.3% | +159.5% | +612.8% | +435.6% |
| 5Y | +651.6% | +263.9% | +387.7% | +275.6% |
| All | +651.6% | +261.5% | +390.0% | +275.6% |
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