+127.1%
CLS vs PLTD
-76.4%
+203.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | -1.0% |
| 7D | -22.2% | +13.7% | -35.9% | -16.4% |
| 30D | -44.4% | +18.4% | -62.8% | -38.5% |
| 3M | -34.3% | -7.5% | -26.8% | -34.6% |
| 6M | -50.1% | -31.3% | -18.8% | -54.8% |
| YTD | -30.1% | -15.4% | -14.7% | -26.2% |
| 1Y | -39.3% | -18.4% | -20.9% | -35.7% |
| All | +127.1% | -76.4% | +203.5% | +34.5% |
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