+48.6%
CVX vs PLTD
-77.2%
+125.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.9% |
| 7D | +1.0% | -0.9% | +1.9% | +0.9% |
| 30D | +10.7% | +1.3% | +9.3% | +10.7% |
| 3M | +15.5% | -32.9% | +48.4% | +14.3% |
| 6M | +14.9% | -24.9% | +39.8% | +14.7% |
| YTD | +44.2% | -18.2% | +62.5% | +45.0% |
| 1Y | +43.5% | -28.7% | +72.2% | +43.0% |
| All | +48.6% | -77.2% | +125.9% | +36.1% |
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