+50.6%
LYB vs PLTD
-16.1%
+66.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.4% | -7.1% | -4.8% |
| 7D | -6.2% | +14.4% | -20.7% | -6.6% |
| 30D | +6.3% | +8.6% | -2.3% | +5.9% |
| 3M | +4.1% | -9.2% | +13.3% | +4.0% |
| 6M | -15.5% | -29.5% | +14.0% | -15.5% |
| YTD | +50.2% | -20.2% | +70.4% | +47.6% |
| 1Y | +50.6% | -16.5% | +67.1% | +48.1% |
| All | +50.6% | -16.1% | +66.7% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling