+1,735.1%
PLTR vs CHD
+13.4%
+1,721.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -6.4% | -2.7% | -3.7% | -6.9% |
| 30D | +10.0% | -4.6% | +14.7% | +9.2% |
| 3M | +23.0% | +5.0% | +18.0% | +24.5% |
| 6M | +13.8% | -3.2% | +17.0% | +13.5% |
| YTD | -1.9% | +18.6% | -20.6% | +1.9% |
| 1Y | +11.6% | +4.8% | +6.8% | +13.5% |
| 3Y | +1,048.4% | +6.1% | +1,042.3% | +1,075.5% |
| 5Y | +554.4% | +24.0% | +530.4% | +593.6% |
| All | +1,735.1% | +13.4% | +1,721.6% | +1,839.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling