+10.4%
CNC vs PLTD
-77.2%
+87.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -4.9% | -0.9% | -3.9% | -4.8% |
| 30D | -3.8% | +1.3% | -5.1% | -3.9% |
| 3M | -3.2% | -32.9% | +29.6% | -2.1% |
| 6M | +47.9% | -24.9% | +72.8% | +48.4% |
| YTD | +55.7% | -18.2% | +73.9% | +54.5% |
| 1Y | +106.2% | -28.7% | +135.0% | +106.1% |
| All | +10.4% | -77.2% | +87.7% | +19.0% |
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