-14.0%
PLTD vs CRL
+111.4%
-125.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +4.7% | -10.2% | -4.4% |
| 7D | +4.2% | +4.4% | -0.1% | +5.8% |
| 30D | +20.8% | +17.1% | +3.8% | +25.3% |
| 3M | -2.6% | +32.1% | -34.7% | +3.5% |
| 6M | -33.1% | +98.9% | -132.0% | -21.3% |
| YTD | -20.0% | +77.1% | -97.2% | -6.2% |
| All | -14.0% | +111.4% | -125.4% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 1y: compounded portfolio wealth divided by compounded CRL 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…
1y analysis · Full analysis span regression · 6 months rolling