+49.1%
COP vs PLTD
-77.5%
+126.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +1.7% |
| 7D | +4.4% | -4.8% | +9.2% | +4.2% |
| 30D | 0.0% | +16.9% | -16.9% | +0.7% |
| 3M | +15.0% | +2.6% | +12.4% | +15.2% |
| 6M | +22.0% | -36.2% | +58.2% | +19.4% |
| YTD | +55.3% | -19.4% | +74.8% | +56.2% |
| 1Y | +64.1% | -22.5% | +86.7% | +64.3% |
| All | +49.1% | -77.5% | +126.6% | +31.5% |
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