+136.1%
COPX vs PLTD
-77.3%
+213.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.8% | +4.6% |
| 7D | +5.8% | +4.5% | +1.2% | +6.9% |
| 30D | +7.2% | -0.7% | +8.0% | +7.3% |
| 3M | +16.5% | -31.0% | +47.5% | +10.0% |
| 6M | +18.4% | -24.8% | +43.3% | +15.3% |
| YTD | +31.9% | -18.6% | +50.5% | +31.5% |
| 1Y | +88.5% | -31.8% | +120.3% | +82.8% |
| All | +136.1% | -77.3% | +213.4% | +91.1% |
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