+93.1%
CSCO vs PLTD
-77.3%
+170.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.3% |
| 7D | -0.5% | +4.5% | -5.1% | +0.1% |
| 30D | -10.1% | -0.7% | -9.3% | -10.1% |
| 3M | -11.7% | -31.0% | +19.3% | -14.9% |
| 6M | +40.1% | -24.8% | +64.9% | +37.5% |
| YTD | +43.8% | -18.6% | +62.3% | +43.3% |
| 1Y | +66.6% | -31.8% | +98.4% | +62.7% |
| All | +93.1% | -77.3% | +170.4% | +64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling