+106.8%
CVS vs PLTD
-77.3%
+184.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.7% |
| 7D | -1.6% | +4.5% | -6.1% | -1.5% |
| 30D | +0.4% | -0.7% | +1.1% | +0.4% |
| 3M | -0.4% | -31.0% | +30.6% | -0.9% |
| 6M | +25.1% | -24.8% | +50.0% | +25.4% |
| YTD | +23.9% | -18.6% | +42.4% | +24.9% |
| 1Y | +41.1% | -31.8% | +72.9% | +40.9% |
| All | +106.8% | -77.3% | +184.1% | +97.4% |
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