+57.2%
COP vs PLTD
-18.6%
+75.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.5% | +4.2% | -1.1% |
| 7D | -8.4% | +4.2% | -12.7% | -8.6% |
| 30D | +0.3% | +20.8% | -20.6% | -0.8% |
| 3M | +15.1% | -2.6% | +17.7% | +15.0% |
| 6M | +19.8% | -33.1% | +52.8% | +21.3% |
| YTD | +46.8% | -20.0% | +66.9% | +43.5% |
| All | +57.2% | -18.6% | +75.9% | +54.7% |
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