-15.8%
CCI vs PLTD
-77.3%
+61.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | +0.2% |
| 7D | +0.2% | +4.5% | -4.4% | +0.2% |
| 30D | +0.5% | -0.7% | +1.3% | +0.5% |
| 3M | -16.3% | -31.0% | +14.8% | -16.5% |
| 6M | -13.9% | -24.8% | +10.9% | -14.2% |
| YTD | -12.4% | -18.6% | +6.1% | -12.9% |
| 1Y | -15.2% | -31.8% | +16.6% | -15.4% |
| All | -15.8% | -77.3% | +61.5% | -17.4% |
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