-6.5%
COST vs PLTD
-77.8%
+71.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.7% | -0.8% |
| 7D | -3.1% | +5.9% | -9.1% | -2.9% |
| 30D | -2.8% | -11.6% | +8.8% | -3.3% |
| 3M | -5.7% | -29.9% | +24.3% | -6.7% |
| 6M | -8.8% | -28.5% | +19.8% | -9.5% |
| YTD | +6.7% | -20.4% | +27.1% | +7.1% |
| 1Y | -3.6% | -33.3% | +29.6% | -4.8% |
| All | -6.5% | -77.8% | +71.4% | -16.5% |
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 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