+758.3%
PLTR vs CB
+73.2%
+685.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.1% |
| 7D | -3.8% | +0.7% | -4.5% | -3.7% |
| 30D | -19.2% | +8.2% | -27.4% | -18.6% |
| 3M | -3.7% | +6.3% | -10.0% | -3.1% |
| 6M | +22.5% | +16.2% | +6.3% | +24.9% |
| YTD | -5.0% | +19.3% | -24.4% | -3.0% |
| 1Y | -12.8% | +29.2% | -42.0% | -11.3% |
| 3Y | +758.3% | +71.4% | +686.8% | +791.0% |
| All | +758.3% | +73.2% | +685.0% | +791.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling