-77.0%
PLTD vs CLBK
+48.1%
-125.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.1% |
| 7D | +4.5% | +1.1% | +3.4% | +4.9% |
| 30D | -0.7% | +7.8% | -8.5% | +1.8% |
| 3M | -31.0% | +23.9% | -54.9% | -25.5% |
| 6M | -24.8% | +42.3% | -67.1% | -14.4% |
| YTD | -18.6% | +65.4% | -83.9% | -1.0% |
| 1Y | -31.8% | +70.3% | -102.1% | -15.4% |
| All | -77.0% | +48.1% | -125.1% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 5y: compounded portfolio wealth divided by compounded CLBK 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…
5y analysis · Full analysis span regression · 6 months rolling