+262.6%
CLS vs PLTD
-77.3%
+339.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.3% | +6.7% |
| 7D | +12.8% | +4.5% | +8.2% | +15.8% |
| 30D | +3.8% | -0.7% | +4.6% | +4.3% |
| 3M | -14.6% | -31.0% | +16.4% | -24.9% |
| 6M | +32.2% | -24.8% | +57.1% | +25.4% |
| YTD | +11.6% | -18.6% | +30.2% | +13.2% |
| 1Y | +35.1% | -31.8% | +66.9% | +29.6% |
| All | +262.6% | -77.3% | +339.9% | +106.4% |
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