-7.8%
COST vs PLTD
-76.7%
+68.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.1% |
| 7D | -2.5% | +9.9% | -12.4% | -2.1% |
| 30D | -4.4% | +3.8% | -8.3% | -4.2% |
| 3M | -8.1% | -32.3% | +24.2% | -9.3% |
| 6M | -9.2% | -25.9% | +16.6% | -9.9% |
| YTD | +5.1% | -16.4% | +21.5% | +5.7% |
| 1Y | -5.1% | -25.2% | +20.1% | -5.4% |
| All | -7.8% | -76.7% | +68.9% | -17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling