+53.7%
CF vs PLTD
-77.8%
+131.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.9% | -3.2% |
| 7D | +6.0% | +5.9% | +0.1% | +6.1% |
| 30D | +14.8% | -11.6% | +26.5% | +14.7% |
| 3M | +14.1% | -29.9% | +44.0% | +13.9% |
| 6M | +28.5% | -28.5% | +57.1% | +28.6% |
| YTD | +74.9% | -20.4% | +95.3% | +75.8% |
| 1Y | +61.7% | -33.3% | +95.0% | +60.9% |
| All | +53.7% | -77.8% | +131.6% | +42.2% |
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