+36.7%
CF vs PLTD
-75.6%
+112.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.5% | -3.3% | +6.1% |
| 7D | +0.4% | +25.1% | -24.6% | +0.3% |
| 30D | +2.2% | +21.0% | -18.8% | +2.0% |
| 3M | +2.1% | -2.9% | +5.1% | +1.8% |
| 6M | -6.5% | -27.8% | +21.2% | -7.1% |
| YTD | +55.6% | -12.6% | +68.2% | +56.0% |
| 1Y | +42.3% | -9.8% | +52.1% | +43.1% |
| All | +36.7% | -75.6% | +112.3% | +26.2% |
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