+52.7%
CFG vs PLTD
-77.7%
+130.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.5% | +8.4% | +2.3% |
| 7D | +0.3% | +4.2% | -4.0% | +0.9% |
| 30D | +3.2% | +20.8% | -17.6% | +5.8% |
| 3M | -9.7% | -2.6% | -7.1% | -9.7% |
| 6M | +3.6% | -33.1% | +36.7% | 0.0% |
| YTD | +14.7% | -20.0% | +34.7% | +15.1% |
| 1Y | +29.6% | -21.6% | +51.2% | +30.0% |
| All | +52.7% | -77.7% | +130.5% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling