+45.4%
CTVA vs PLTD
-77.2%
+122.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.3% |
| 7D | -5.8% | -0.9% | -4.9% | -5.8% |
| 30D | +11.1% | +1.3% | +9.7% | +11.2% |
| 3M | +13.2% | -32.9% | +46.1% | +11.0% |
| 6M | +8.7% | -24.9% | +33.6% | +7.9% |
| YTD | +27.3% | -18.2% | +45.5% | +27.6% |
| 1Y | +18.0% | -28.7% | +46.7% | +16.9% |
| All | +45.4% | -77.2% | +122.6% | +30.4% |
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