-76.9%
PLTD vs CPAY
+11.1%
-88.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.3% |
| 7D | -0.9% | -2.5% | +1.5% | -2.0% |
| 30D | +1.3% | +1.3% | 0.0% | +2.1% |
| 3M | -32.9% | +13.5% | -46.4% | -28.0% |
| 6M | -24.9% | +24.7% | -49.6% | -15.7% |
| YTD | -18.2% | +34.9% | -53.2% | -4.6% |
| 1Y | -28.7% | +29.7% | -58.4% | -19.8% |
| All | -76.9% | +11.1% | -88.0% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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