+27.8%
CFG vs PLTD
-12.9%
+40.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -1.0% |
| 7D | -0.9% | +13.7% | -14.6% | -0.6% |
| 30D | +1.1% | +18.4% | -17.4% | +1.6% |
| 3M | -12.0% | -7.5% | -4.5% | -12.1% |
| 6M | -2.2% | -31.3% | +29.1% | -3.0% |
| YTD | +11.4% | -15.4% | +26.8% | +12.4% |
| 1Y | +27.8% | -18.4% | +46.3% | +28.7% |
| All | +27.8% | -12.9% | +40.7% | +28.7% |
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