-61.3%
CSGP vs PLTD
-78.1%
+16.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -3.3% |
| 7D | -7.1% | -1.6% | -5.5% | -7.2% |
| 30D | +3.6% | +18.5% | -14.8% | +5.7% |
| 3M | -2.7% | -2.4% | -0.3% | -2.8% |
| 6M | -8.0% | -34.6% | +26.5% | -11.2% |
| YTD | -55.0% | -21.4% | -33.5% | -55.3% |
| 1Y | -55.8% | -16.8% | -39.0% | -55.8% |
| All | -61.3% | -78.1% | +16.8% | -68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling