+45.0%
CVX vs PLTD
-77.8%
+122.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -5.9% | -1.1% |
| 7D | +3.3% | +5.9% | -2.6% | +3.6% |
| 30D | +12.9% | -11.6% | +24.5% | +12.5% |
| 3M | +11.7% | -29.9% | +41.7% | +10.9% |
| 6M | +14.1% | -28.5% | +42.7% | +13.7% |
| YTD | +40.7% | -20.4% | +61.1% | +41.4% |
| 1Y | +37.5% | -33.3% | +70.8% | +36.4% |
| All | +45.0% | -77.8% | +122.8% | +32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling