+9.7%
CL vs PLTD
-78.0%
+87.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -0.8% | -9.8% | +9.0% | -0.4% |
| 30D | +9.5% | +18.9% | -9.5% | +8.8% |
| 3M | +6.6% | -4.2% | +10.9% | +6.6% |
| 6M | +13.2% | -34.8% | +48.1% | +13.9% |
| YTD | +26.9% | -21.1% | +48.0% | +26.2% |
| 1Y | +27.6% | -19.3% | +46.9% | +26.8% |
| All | +9.7% | -78.0% | +87.8% | +10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling