+31.5%
CP vs PLTD
-16.7%
+48.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | +0.9% | -9.8% | +10.6% | +1.0% |
| 30D | +10.3% | +18.9% | -8.6% | +10.1% |
| 3M | +2.3% | -4.2% | +6.5% | +2.2% |
| 6M | +10.7% | -34.8% | +45.5% | +11.3% |
| YTD | +29.3% | -21.1% | +50.4% | +29.6% |
| 1Y | +31.5% | -19.3% | +50.7% | +32.4% |
| All | +31.5% | -16.7% | +48.1% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling