+19.3%
CLF vs PLTD
-78.0%
+97.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.4% |
| 7D | +16.0% | -9.8% | +25.7% | +12.9% |
| 30D | +1.6% | +18.9% | -17.3% | +7.5% |
| 3M | +6.7% | -4.2% | +10.9% | +7.2% |
| 6M | +21.1% | -34.8% | +56.0% | +13.1% |
| YTD | -1.6% | -21.1% | +19.5% | -1.4% |
| 1Y | +18.5% | -19.3% | +37.8% | +20.2% |
| All | +19.3% | -78.0% | +97.3% | -7.3% |
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