+8.2%
CL vs PLTD
-76.4%
+84.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -2.0% |
| 7D | +1.3% | +13.7% | -12.4% | +0.8% |
| 30D | +11.4% | +18.4% | -7.1% | +10.6% |
| 3M | +4.4% | -7.5% | +11.9% | +4.4% |
| 6M | +10.8% | -31.3% | +42.1% | +11.3% |
| YTD | +25.1% | -15.4% | +40.5% | +24.2% |
| 1Y | +28.0% | -18.4% | +46.4% | +27.1% |
| All | +8.2% | -76.4% | +84.7% | +8.9% |
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