-39.6%
CAG vs PLTD
-78.1%
+38.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.4% | -2.3% |
| 7D | -1.8% | -1.6% | -0.2% | -1.7% |
| 30D | +9.7% | +18.5% | -8.8% | +8.9% |
| 3M | +0.5% | -2.4% | +2.9% | +0.4% |
| 6M | +8.9% | -34.6% | +43.5% | +9.8% |
| YTD | -8.4% | -21.4% | +13.1% | -8.9% |
| 1Y | -8.3% | -16.8% | +8.4% | -9.2% |
| All | -39.6% | -78.1% | +38.5% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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