+135.5%
PLTU vs CASY
+81.4%
+54.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.3% | -8.7% | -8.9% |
| 7D | -13.6% | +0.1% | -13.7% | -13.5% |
| 30D | +16.7% | -11.3% | +28.0% | +21.0% |
| 3M | +29.6% | -0.6% | +30.2% | +26.1% |
| 6M | -0.1% | +10.7% | -10.8% | -13.1% |
| YTD | -31.5% | +37.1% | -68.6% | -50.8% |
| 1Y | -19.7% | +52.3% | -72.0% | -51.6% |
| All | +135.5% | +81.4% | +54.1% | +9.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling