+53.4%
CFG vs PLTD
-78.1%
+131.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.2% |
| 7D | -0.8% | -1.6% | +0.8% | -0.9% |
| 30D | +3.1% | +18.5% | -15.3% | +5.5% |
| 3M | -9.7% | -2.4% | -7.3% | -9.7% |
| 6M | +6.7% | -34.6% | +41.3% | +2.7% |
| YTD | +15.2% | -21.4% | +36.6% | +15.4% |
| 1Y | +28.8% | -16.8% | +45.5% | +30.9% |
| All | +53.4% | -78.1% | +131.5% | +24.0% |
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