-77.7%
PLTD vs CPB
-43.1%
-34.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.6% |
| 7D | -9.8% | -5.8% | -3.9% | -8.7% |
| 30D | +18.9% | +16.5% | +2.5% | +15.9% |
| 3M | -4.2% | -1.1% | -3.1% | -4.3% |
| 6M | -34.8% | +11.5% | -46.3% | -37.6% |
| YTD | -21.1% | -15.7% | -5.4% | -17.2% |
| 1Y | -19.3% | -24.7% | +5.4% | -12.5% |
| All | -77.7% | -43.1% | -34.7% | -75.9% |
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