+37.6%
CF vs PLTD
-76.4%
+114.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +0.7% |
| 7D | -3.2% | +13.7% | -16.9% | -3.2% |
| 30D | +4.3% | +18.4% | -14.1% | +4.2% |
| 3M | +2.8% | -7.5% | +10.3% | +2.5% |
| 6M | +0.6% | -31.3% | +31.9% | 0.0% |
| YTD | +56.6% | -15.4% | +72.0% | +57.1% |
| 1Y | +49.6% | -18.4% | +68.0% | +49.8% |
| All | +37.6% | -76.4% | +114.1% | +27.1% |
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