+93.5%
CSCO vs PLTD
-77.2%
+170.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | +0.3% |
| 7D | 0.0% | -0.9% | +0.9% | -0.1% |
| 30D | -10.7% | +1.3% | -12.1% | -10.5% |
| 3M | -8.7% | -32.9% | +24.1% | -12.4% |
| 6M | +44.9% | -24.9% | +69.8% | +42.2% |
| YTD | +44.1% | -18.2% | +62.4% | +43.7% |
| 1Y | +65.9% | -28.7% | +94.6% | +63.0% |
| All | +93.5% | -77.2% | +170.7% | +64.9% |
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