+14.1%
CLF vs PLTD
-77.8%
+91.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.9% | +3.0% |
| 7D | +7.6% | +5.9% | +1.6% | +9.2% |
| 30D | -1.2% | -11.6% | +10.4% | -4.1% |
| 3M | -13.4% | -29.9% | +16.6% | -18.9% |
| 6M | +15.4% | -28.5% | +44.0% | +9.7% |
| YTD | -5.9% | -20.4% | +14.5% | -6.9% |
| 1Y | +18.8% | -33.3% | +52.1% | +13.7% |
| All | +14.1% | -77.8% | +91.9% | -12.5% |
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 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