-60.5%
CSGP vs PLTD
-77.8%
+17.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.6% | -7.1% | -1.9% |
| 7D | -4.1% | +5.9% | -10.0% | -3.3% |
| 30D | +2.3% | -11.6% | +13.9% | +1.2% |
| 3M | -8.2% | -29.9% | +21.8% | -10.8% |
| 6M | -35.1% | -28.5% | -6.5% | -36.4% |
| YTD | -54.0% | -20.4% | -33.6% | -54.3% |
| 1Y | -65.3% | -33.3% | -32.0% | -66.3% |
| All | -60.5% | -77.8% | +17.3% | -67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling