+34.6%
CSCO vs PLTD
-12.9%
+47.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -2.3% |
| 7D | -10.2% | +13.7% | -23.9% | -8.7% |
| 30D | -20.1% | +18.4% | -38.5% | -18.2% |
| 3M | -22.1% | -7.5% | -14.6% | -22.1% |
| 6M | +3.2% | -31.3% | +34.5% | +0.9% |
| YTD | +24.1% | -15.4% | +39.5% | +24.1% |
| 1Y | +34.6% | -18.4% | +53.0% | +35.1% |
| All | +34.6% | -12.9% | +47.4% | +35.1% |
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