+13.2%
COST vs PLTD
-77.5%
+90.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +1.4% |
| 7D | +5.0% | -4.8% | +9.8% | +4.8% |
| 30D | +12.8% | +16.9% | -4.0% | +13.6% |
| 3M | +15.2% | +2.6% | +12.6% | +15.3% |
| 6M | +7.4% | -36.2% | +43.6% | +5.5% |
| YTD | +29.0% | -19.4% | +48.5% | +29.5% |
| 1Y | +20.3% | -22.5% | +42.8% | +20.4% |
| All | +13.2% | -77.5% | +90.7% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling