-59.0%
CSGP vs PLTD
-75.6%
+16.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.5% | -11.1% | -0.6% |
| 7D | +13.9% | +25.1% | -11.2% | +16.7% |
| 30D | +16.0% | +21.0% | -5.0% | +18.5% |
| 3M | +6.1% | -2.9% | +9.0% | +5.9% |
| 6M | -8.2% | -27.8% | +19.6% | -10.4% |
| YTD | -52.3% | -12.6% | -39.7% | -52.2% |
| 1Y | -54.5% | -9.8% | -44.7% | -54.1% |
| All | -59.0% | -75.6% | +16.6% | -66.1% |
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 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