+16.9%
COF vs PLTD
-77.2%
+94.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.4% |
| 7D | -2.7% | -0.9% | -1.7% | -2.7% |
| 30D | -3.4% | +1.3% | -4.7% | -2.9% |
| 3M | +15.4% | -32.9% | +48.3% | +9.2% |
| 6M | +14.4% | -24.9% | +39.3% | +11.7% |
| YTD | -12.0% | -18.2% | +6.3% | -11.9% |
| 1Y | -3.7% | -28.7% | +25.0% | -6.1% |
| All | +16.9% | -77.2% | +94.2% | -10.5% |
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