+14.0%
CCL vs PLTD
-77.5%
+91.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | +0.1% |
| 7D | -1.2% | -4.8% | +3.6% | -2.1% |
| 30D | +13.1% | +16.9% | -3.7% | +17.2% |
| 3M | +3.4% | +2.6% | +0.8% | +4.6% |
| 6M | +18.7% | -36.2% | +55.0% | +10.7% |
| YTD | -2.3% | -19.4% | +17.2% | -1.8% |
| 1Y | +14.2% | -22.5% | +36.7% | +13.9% |
| All | +14.0% | -77.5% | +91.6% | -17.6% |
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