-31.3%
PLTD vs CAPR
-72.8%
+41.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.7% | -7.8% | -3.5% |
| 7D | +13.7% | +41.1% | -27.3% | +11.3% |
| 30D | +18.4% | +11.1% | +7.3% | +17.3% |
| 3M | -7.5% | +115.3% | -122.8% | -13.7% |
| 6M | -31.3% | -73.8% | +42.5% | -26.5% |
| All | -31.3% | -72.8% | +41.5% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 6mo: compounded portfolio wealth divided by compounded CAPR 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…
6mo analysis · Full analysis span regression · 6 months rolling