+26.4%
CEG vs PLTD
-77.3%
+103.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.6% |
| 7D | +6.7% | +4.5% | +2.1% | +7.9% |
| 30D | +11.0% | -0.7% | +11.7% | +10.8% |
| 3M | +19.5% | -31.0% | +50.5% | +10.3% |
| 6M | -5.9% | -24.8% | +19.0% | -9.3% |
| YTD | -15.0% | -18.6% | +3.6% | -14.2% |
| 1Y | +0.6% | -31.8% | +32.4% | -3.1% |
| All | +26.4% | -77.3% | +103.7% | -12.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling