+5.9%
CLX vs PLTD
-18.6%
+24.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.5% | +11.1% | +5.6% |
| 7D | +17.4% | +4.2% | +13.1% | +17.3% |
| 30D | +27.8% | +20.8% | +6.9% | +27.7% |
| 3M | +3.0% | -2.6% | +5.6% | +2.8% |
| 6M | +17.5% | -33.1% | +50.6% | +15.8% |
| YTD | +10.0% | -20.0% | +30.0% | +6.7% |
| All | +5.9% | -18.6% | +24.6% | +2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling