+20.4%
CLF vs PLTD
-18.9%
+39.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -2.7% |
| 7D | +10.4% | -4.8% | +15.1% | +9.3% |
| 30D | +0.6% | +16.9% | -16.3% | +4.5% |
| 3M | +4.1% | +2.6% | +1.5% | +6.3% |
| 6M | +15.1% | -36.2% | +51.3% | +10.1% |
| YTD | -4.7% | -19.4% | +14.7% | -4.6% |
| 1Y | +20.4% | -22.5% | +42.9% | +18.5% |
| All | +20.4% | -18.9% | +39.3% | +18.5% |
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