-27.5%
CLX vs PLTD
-77.5%
+50.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +1.1% |
| 7D | +9.5% | -4.8% | +14.3% | +9.6% |
| 30D | +30.7% | +16.9% | +13.8% | +30.3% |
| 3M | +4.2% | +2.6% | +1.6% | +4.0% |
| 6M | +22.1% | -36.2% | +58.4% | +22.3% |
| YTD | +14.1% | -19.4% | +33.5% | +13.2% |
| 1Y | +10.3% | -22.5% | +32.8% | +9.5% |
| All | -27.5% | -77.5% | +50.0% | -26.5% |
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 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