+1,588.2%
PLTR vs CB
+245.8%
+1,342.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +3.4% |
| 7D | -12.9% | +0.2% | -13.1% | -12.9% |
| 30D | -17.4% | +9.1% | -26.4% | -17.2% |
| 3M | +2.9% | +3.4% | -0.6% | +2.9% |
| 6M | +19.9% | +14.1% | +5.8% | +20.5% |
| YTD | -9.8% | +18.0% | -27.8% | -9.3% |
| 1Y | -8.4% | +30.1% | -38.5% | -8.1% |
| 3Y | +765.0% | +71.8% | +693.3% | +766.6% |
| 5Y | +516.8% | +101.8% | +415.0% | +520.5% |
| All | +1,588.2% | +245.8% | +1,342.4% | +1,910.4% |
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