+651.6%
PLTR vs CB
+105.8%
+545.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | +10.7% | 0.0% | +10.7% | +10.7% |
| 30D | -17.8% | +7.4% | -25.2% | -18.3% |
| 3M | +0.3% | +8.6% | -8.3% | -0.4% |
| 6M | +26.2% | +16.1% | +10.0% | +24.6% |
| YTD | -3.5% | +20.2% | -23.7% | -5.3% |
| 1Y | -6.8% | +27.2% | -34.0% | -9.6% |
| 3Y | +772.3% | +72.7% | +699.6% | +686.7% |
| 5Y | +651.6% | +105.9% | +545.6% | +529.2% |
| All | +651.6% | +105.8% | +545.8% | +529.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling