+1,684.5%
PLTR vs CHD
+9.6%
+1,675.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.7% |
| 7D | 0.0% | -4.2% | +4.2% | -0.7% |
| 30D | -3.3% | -7.6% | +4.3% | -4.5% |
| 3M | +28.4% | -1.6% | +30.0% | +28.1% |
| 6M | +8.4% | -6.3% | +14.7% | +7.5% |
| YTD | -4.6% | +14.6% | -19.2% | -1.5% |
| 1Y | +4.4% | +1.6% | +2.8% | +5.5% |
| 3Y | +1,020.5% | +3.1% | +1,017.3% | +1,041.0% |
| 5Y | +548.8% | +21.1% | +527.7% | +586.5% |
| All | +1,684.5% | +9.6% | +1,675.0% | +1,774.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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