+124.5%
PLTU vs CASY
+75.9%
+48.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.0% | -1.7% | -3.7% |
| 7D | -11.6% | -4.4% | -7.2% | -10.2% |
| 30D | -4.6% | -12.0% | +7.4% | -0.9% |
| 3M | +33.7% | -2.3% | +36.1% | +30.4% |
| 6M | -9.4% | +10.5% | -19.9% | -22.2% |
| YTD | -34.7% | +33.0% | -67.7% | -52.7% |
| 1Y | -23.2% | +41.1% | -64.4% | -50.2% |
| All | +124.5% | +75.9% | +48.6% | +5.6% |
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 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