+20.0%
PLTR vs CAI
-14.7%
+34.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.7% | -1.3% |
| 7D | +4.7% | -8.7% | +13.4% | +6.7% |
| 30D | -16.4% | -23.8% | +7.4% | -11.6% |
| 3M | -6.2% | +3.9% | -10.0% | -7.0% |
| 6M | +29.2% | +56.8% | -27.7% | +18.1% |
| YTD | -5.5% | -14.6% | +9.1% | -6.2% |
| 1Y | -2.4% | -5.2% | +2.8% | -3.8% |
| All | +20.0% | -14.7% | +34.7% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling