+41.8%
COR vs PLTD
-77.3%
+119.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.9% |
| 7D | -1.9% | +4.5% | -6.4% | -2.0% |
| 30D | +1.5% | -0.7% | +2.3% | +1.5% |
| 3M | +18.7% | -31.0% | +49.7% | +19.2% |
| 6M | -9.0% | -24.8% | +15.8% | -8.9% |
| YTD | -3.3% | -18.6% | +15.3% | -3.7% |
| 1Y | +9.8% | -31.8% | +41.6% | +10.2% |
| All | +41.8% | -77.3% | +119.1% | +47.2% |
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