+37.4%
CMI vs PLTD
-25.5%
+62.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +2.0% | +1.2% |
| 7D | -0.7% | +4.2% | -5.0% | -0.7% |
| 30D | -12.4% | +0.7% | -13.1% | -12.4% |
| 3M | -14.8% | -32.4% | +17.6% | -14.8% |
| 6M | +0.8% | -26.2% | +27.0% | +2.2% |
| YTD | +10.2% | -17.0% | +27.2% | +14.6% |
| 1Y | +37.4% | -26.7% | +64.1% | +40.5% |
| All | +37.4% | -25.5% | +62.9% | +40.5% |
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 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