+105.7%
PLTU vs CASY
+71.0%
+34.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.0% | -4.4% |
| 7D | +9.0% | +3.6% | +5.5% | +8.1% |
| 30D | -33.0% | +9.1% | -42.0% | -34.8% |
| 3M | -19.0% | -16.5% | -2.5% | -14.9% |
| 6M | +30.4% | -19.7% | +50.1% | +42.1% |
| YTD | -40.2% | +29.3% | -69.4% | -56.5% |
| 1Y | -37.8% | +33.1% | -70.9% | -56.9% |
| All | +105.7% | +71.0% | +34.8% | -2.9% |
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