-76.1%
PLTD vs CPB
-41.1%
-35.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -2.9% |
| 7D | +13.7% | +8.0% | +5.8% | +12.1% |
| 30D | +18.4% | +22.4% | -3.9% | +14.3% |
| 3M | -7.5% | +2.5% | -10.0% | -8.3% |
| 6M | -31.3% | +12.2% | -43.5% | -34.2% |
| YTD | -15.4% | -12.8% | -2.6% | -11.9% |
| 1Y | -18.4% | -19.2% | +0.7% | -13.2% |
| All | -76.1% | -41.1% | -35.0% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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