+31.4%
CORZ vs PLTD
-33.9%
+65.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | +0.8% |
| 7D | +8.4% | +5.9% | +2.4% | +9.6% |
| 30D | -17.8% | -11.6% | -6.2% | -19.7% |
| 3M | -35.9% | -29.9% | -6.0% | -38.3% |
| 6M | +12.9% | -28.5% | +41.5% | +11.6% |
| YTD | +22.9% | -20.4% | +43.3% | +30.0% |
| 1Y | +31.4% | -33.3% | +64.6% | +33.0% |
| All | +31.4% | -33.9% | +65.3% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling