+29.9%
CFG vs PLTD
-18.9%
+48.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | +0.7% |
| 7D | +3.2% | -4.8% | +8.0% | +3.1% |
| 30D | +5.1% | +16.9% | -11.7% | +5.4% |
| 3M | -11.2% | +2.6% | -13.9% | -11.1% |
| 6M | +9.6% | -36.2% | +45.8% | +8.6% |
| YTD | +15.0% | -19.4% | +34.4% | +15.1% |
| 1Y | +29.9% | -22.5% | +52.4% | +28.9% |
| All | +29.9% | -18.9% | +48.8% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling