+1,681.1%
PLTR vs CB
+244.4%
+1,436.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.5% |
| 7D | -5.1% | -1.5% | -3.6% | -5.2% |
| 30D | -19.1% | +6.5% | -25.6% | -18.9% |
| 3M | -1.6% | +4.1% | -5.7% | -1.5% |
| 6M | +22.8% | +14.4% | +8.4% | +23.4% |
| YTD | -4.8% | +17.5% | -22.3% | -4.3% |
| 1Y | -4.9% | +27.5% | -32.5% | -4.6% |
| 3Y | +826.1% | +71.6% | +754.5% | +827.7% |
| 5Y | +597.7% | +100.6% | +497.1% | +601.1% |
| All | +1,681.1% | +244.4% | +1,436.7% | +2,020.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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