+179.1%
CLS vs PLTD
-78.0%
+257.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +4.8% |
| 7D | +23.5% | -9.8% | +33.3% | +17.9% |
| 30D | -28.9% | +18.9% | -47.9% | -21.2% |
| 3M | -25.2% | -4.2% | -20.9% | -24.2% |
| 6M | -32.1% | -34.8% | +2.7% | -39.8% |
| YTD | -14.1% | -21.1% | +7.1% | -12.1% |
| 1Y | -24.1% | -19.3% | -4.8% | -19.8% |
| All | +179.1% | -78.0% | +257.1% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling