+27.4%
CP vs PLTD
-77.7%
+105.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.2% |
| 7D | +2.8% | +2.8% | 0.0% | +3.0% |
| 30D | +11.0% | +21.1% | -10.0% | +12.4% |
| 3M | +3.8% | -0.7% | +4.5% | +3.9% |
| 6M | +9.5% | -33.0% | +42.4% | +7.8% |
| YTD | +28.2% | -19.9% | +48.1% | +28.8% |
| 1Y | +33.0% | -13.9% | +46.8% | +34.9% |
| All | +27.4% | -77.7% | +105.1% | +13.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling