-30.9%
CRM vs PLTD
-77.2%
+46.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -1.9% |
| 7D | -5.0% | -0.9% | -4.0% | -5.0% |
| 30D | +23.6% | +1.3% | +22.3% | +24.8% |
| 3M | +39.6% | -32.9% | +72.5% | +31.4% |
| 6M | +23.4% | -24.9% | +48.3% | +20.7% |
| YTD | -7.4% | -18.2% | +10.9% | -7.4% |
| 1Y | -2.3% | -28.7% | +26.4% | -4.0% |
| All | -30.9% | -77.2% | +46.3% | -44.7% |
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