+39.0%
CB vs PLTD
-77.5%
+116.6%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +1.0% |
| 7D | +2.9% | -4.8% | +7.7% | +3.1% |
| 30D | +7.3% | +16.9% | -9.5% | +6.9% |
| 3M | +9.4% | +2.6% | +6.8% | +9.2% |
| 6M | +19.6% | -36.2% | +55.9% | +20.3% |
| YTD | +21.5% | -19.4% | +40.9% | +21.4% |
| 1Y | +28.0% | -22.5% | +50.5% | +27.9% |
| All | +39.0% | -77.5% | +116.6% | +37.2% |
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