-77.5%
PLTD vs CPB
-45.5%
-32.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.4% | +8.0% | +5.2% |
| 7D | +5.9% | -8.6% | +14.5% | +7.6% |
| 30D | -11.6% | -7.2% | -4.4% | -10.5% |
| 3M | -29.9% | +0.9% | -30.8% | -31.0% |
| 6M | -28.5% | -11.8% | -16.7% | -26.6% |
| YTD | -20.4% | -19.4% | -1.0% | -15.6% |
| 1Y | -33.3% | -30.4% | -2.9% | -26.5% |
| All | -77.5% | -45.5% | -32.0% | -75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling