+47.3%
CTVA vs PLTD
-77.3%
+124.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -2.1% |
| 7D | -2.1% | +4.5% | -6.6% | -1.8% |
| 30D | +12.0% | -0.7% | +12.8% | +12.0% |
| 3M | +13.5% | -31.0% | +44.5% | +11.5% |
| 6M | +12.1% | -24.8% | +36.9% | +11.3% |
| YTD | +29.0% | -18.6% | +47.6% | +29.3% |
| 1Y | +18.9% | -31.8% | +50.7% | +17.2% |
| All | +47.3% | -77.3% | +124.6% | +32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling