+42.8%
COP vs PLTD
-76.4%
+119.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +0.4% |
| 7D | -11.5% | +13.7% | -25.3% | -10.9% |
| 30D | +5.0% | +18.4% | -13.5% | +5.8% |
| 3M | +17.5% | -7.5% | +25.0% | +17.0% |
| 6M | +16.2% | -31.3% | +47.5% | +14.3% |
| YTD | +48.8% | -15.4% | +64.2% | +49.9% |
| 1Y | +64.1% | -18.4% | +82.5% | +64.8% |
| All | +42.8% | -76.4% | +119.2% | +26.3% |
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