+44.5%
COR vs PLTD
-77.8%
+122.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.5% | -1.9% |
| 7D | +2.8% | +5.9% | -3.2% | +2.6% |
| 30D | +4.5% | -11.6% | +16.1% | +4.7% |
| 3M | +22.7% | -29.9% | +52.6% | +23.2% |
| 6M | -9.7% | -28.5% | +18.8% | -9.5% |
| YTD | -1.4% | -20.4% | +19.0% | -1.8% |
| 1Y | +13.9% | -33.3% | +47.2% | +14.3% |
| All | +44.5% | -77.8% | +122.4% | +50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling