+138.3%
COPX vs PLTD
-77.2%
+215.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.6% | +1.0% |
| 7D | +6.0% | -0.9% | +6.9% | +5.9% |
| 30D | +6.4% | +1.3% | +5.1% | +7.0% |
| 3M | +19.3% | -32.9% | +52.2% | +11.9% |
| 6M | +16.2% | -24.9% | +41.1% | +13.1% |
| YTD | +33.2% | -18.2% | +51.4% | +32.8% |
| 1Y | +90.2% | -28.7% | +118.9% | +86.1% |
| All | +138.3% | -77.2% | +215.5% | +93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling