+15.1%
CORZ vs PLTD
-77.8%
+92.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | +1.4% |
| 7D | +8.4% | +5.9% | +2.4% | +10.5% |
| 30D | -17.8% | -11.6% | -6.2% | -20.8% |
| 3M | -35.9% | -29.9% | -6.0% | -41.4% |
| 6M | +12.9% | -28.5% | +41.5% | +5.7% |
| YTD | +22.9% | -20.4% | +43.3% | +22.5% |
| 1Y | +31.4% | -33.3% | +64.6% | +25.2% |
| All | +15.1% | -77.8% | +92.9% | -27.3% |
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