+166.9%
CLS vs PLTD
-78.1%
+245.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.9% | +10.4% | +7.6% |
| 7D | +2.8% | -1.6% | +4.3% | +3.1% |
| 30D | -30.1% | +18.5% | -48.6% | -22.7% |
| 3M | -21.7% | -2.4% | -19.3% | -20.1% |
| 6M | -36.2% | -34.6% | -1.7% | -43.4% |
| YTD | -17.8% | -21.4% | +3.6% | -16.1% |
| 1Y | -26.8% | -16.8% | -10.0% | -21.3% |
| All | +166.9% | -78.1% | +245.0% | +53.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling