-21.0%
CARR vs PLTD
-76.7%
+55.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.5% | -2.0% |
| 7D | -4.1% | +9.9% | -14.0% | -3.1% |
| 30D | -11.0% | +3.8% | -14.8% | -10.5% |
| 3M | -16.4% | -32.3% | +15.9% | -18.7% |
| 6M | -2.4% | -25.9% | +23.5% | -3.8% |
| YTD | +8.4% | -16.4% | +24.8% | +9.3% |
| 1Y | -8.0% | -25.2% | +17.2% | -8.3% |
| All | -21.0% | -76.7% | +55.7% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling