+9.9%
CL vs PLTD
-78.1%
+88.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.1% |
| 7D | -0.8% | -1.6% | +0.8% | -0.7% |
| 30D | +9.5% | +18.5% | -8.9% | +8.9% |
| 3M | +6.8% | -2.4% | +9.2% | +6.6% |
| 6M | +14.3% | -34.6% | +48.9% | +14.9% |
| YTD | +27.0% | -21.4% | +48.4% | +26.3% |
| 1Y | +26.3% | -16.8% | +43.0% | +25.3% |
| All | +9.9% | -78.1% | +88.0% | +10.8% |
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