+13.5%
CHRW vs PLTD
-76.4%
+90.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -2.6% |
| 7D | +0.6% | +13.7% | -13.2% | +1.9% |
| 30D | -7.3% | +18.4% | -25.7% | -5.6% |
| 3M | -14.2% | -7.5% | -6.7% | -14.4% |
| 6M | -25.1% | -31.3% | +6.2% | -26.6% |
| YTD | -21.2% | -15.4% | -5.8% | -21.3% |
| 1Y | -14.2% | -18.4% | +4.3% | -14.4% |
| All | +13.5% | -76.4% | +90.0% | +3.6% |
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