+13.6%
CLF vs PLTD
-12.9%
+26.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +1.0% |
| 7D | -19.6% | +13.7% | -33.3% | -17.0% |
| 30D | -5.0% | +18.4% | -23.4% | -0.9% |
| 3M | -6.3% | -7.5% | +1.2% | -5.9% |
| 6M | +2.8% | -31.3% | +34.1% | -0.1% |
| YTD | -13.7% | -15.4% | +1.7% | -13.5% |
| 1Y | +13.6% | -18.4% | +32.0% | +14.1% |
| All | +13.6% | -12.9% | +26.4% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling