+3,007.0%
PPG vs CASY
+34,208.6%
-31,201.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | +0.7% | +3.6% | -2.8% | 0.0% |
| 30D | +17.6% | +9.1% | +8.5% | +15.2% |
| 3M | +7.5% | -16.5% | +24.0% | +11.3% |
| 6M | +17.6% | -19.7% | +37.3% | +21.5% |
| YTD | +22.6% | +29.3% | -6.7% | +13.3% |
| 1Y | +28.0% | +33.1% | -5.1% | +17.4% |
| 3Y | +1.8% | +158.5% | -156.7% | -21.2% |
| 5Y | -15.5% | +266.7% | -282.2% | -40.2% |
| 10Y | +54.9% | +553.5% | -498.6% | -5.4% |
| All | +3,007.0% | +34,208.6% | -31,201.5% | +895.3% |
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