+18.5%
PLTR vs CAI
-11.0%
+29.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -9.1% | -5.1% | -4.1% | -8.3% |
| 30D | -5.2% | +3.9% | -9.1% | -6.1% |
| 3M | +27.4% | +40.1% | -12.7% | +19.2% |
| 6M | +9.7% | +29.7% | -19.9% | +2.8% |
| YTD | -6.7% | -10.9% | +4.2% | -8.2% |
| 1Y | -0.5% | -28.0% | +27.5% | -1.1% |
| All | +18.5% | -11.0% | +29.5% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 10y: compounded portfolio wealth divided by compounded CAI 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…
10y analysis · Full analysis span regression · 6 months rolling