+59.5%
CSX vs PLTD
-78.0%
+137.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | +3.1% | -9.8% | +12.8% | +2.5% |
| 30D | +9.7% | +18.9% | -9.2% | +10.8% |
| 3M | +4.9% | -4.2% | +9.2% | +4.8% |
| 6M | +18.4% | -34.8% | +53.2% | +16.3% |
| YTD | +45.9% | -21.1% | +67.0% | +46.2% |
| 1Y | +50.0% | -19.3% | +69.2% | +50.8% |
| All | +59.5% | -78.0% | +137.5% | +44.7% |
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