-30.1%
CLX vs PLTD
-77.7%
+47.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.5% | +11.1% | +5.7% |
| 7D | +17.4% | +4.2% | +13.1% | +17.3% |
| 30D | +27.8% | +20.8% | +6.9% | +27.4% |
| 3M | +3.0% | -2.6% | +5.6% | +2.9% |
| 6M | +17.5% | -33.1% | +50.6% | +17.5% |
| YTD | +10.0% | -20.0% | +30.0% | +9.2% |
| 1Y | +3.3% | -21.6% | +24.9% | +2.5% |
| All | -30.1% | -77.7% | +47.6% | -29.1% |
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