-5.1%
LYB vs PLTD
-76.9%
+71.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -1.0% |
| 7D | +0.3% | +4.2% | -4.0% | +0.6% |
| 30D | +2.5% | +0.7% | +1.7% | +2.6% |
| 3M | +1.4% | -32.4% | +33.8% | -1.2% |
| 6M | -3.5% | -26.2% | +22.7% | -4.7% |
| YTD | +52.0% | -17.0% | +69.0% | +52.6% |
| 1Y | +22.1% | -26.7% | +48.7% | +21.2% |
| All | -5.1% | -76.9% | +71.8% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling