+21.9%
CCL vs PLTD
-16.1%
+38.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +7.5% |
| 7D | +11.6% | +14.4% | -2.8% | +12.9% |
| 30D | +22.5% | +8.6% | +13.9% | +23.6% |
| 3M | +6.4% | -9.2% | +15.6% | +5.8% |
| 6M | +23.4% | -29.5% | +52.9% | +20.9% |
| YTD | +4.2% | -20.2% | +24.4% | +5.3% |
| 1Y | +21.9% | -16.5% | +38.4% | +24.8% |
| All | +21.9% | -16.1% | +38.0% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling