+7.1%
CTAS vs PLTD
-77.7%
+84.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +5.9% | +0.1% |
| 7D | -0.7% | +4.2% | -5.0% | -0.5% |
| 30D | +10.3% | +20.8% | -10.6% | +11.2% |
| 3M | +10.2% | -2.6% | +12.7% | +10.2% |
| 6M | +34.4% | -33.1% | +67.4% | +32.6% |
| YTD | +19.6% | -20.0% | +39.6% | +19.5% |
| 1Y | +21.8% | -21.6% | +43.4% | +21.7% |
| All | +7.1% | -77.7% | +84.9% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling