+34.5%
CB vs PLTD
-77.7%
+112.2%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.5% | +5.1% | -0.3% |
| 7D | -1.5% | +4.2% | -5.7% | -1.6% |
| 30D | +6.5% | +20.8% | -14.3% | +6.0% |
| 3M | +4.1% | -2.6% | +6.6% | +4.0% |
| 6M | +14.4% | -33.1% | +47.5% | +14.8% |
| YTD | +17.5% | -20.0% | +37.5% | +17.4% |
| 1Y | +27.5% | -21.6% | +49.2% | +27.5% |
| All | +34.5% | -77.7% | +112.2% | +32.7% |
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