-9.7%
PLTR vs CI
+18.5%
-28.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.0% |
| 7D | +0.4% | -1.3% | +1.7% | +0.1% |
| 30D | -17.5% | +6.4% | -23.9% | -16.1% |
| 3M | -1.5% | +10.7% | -12.1% | +1.4% |
| 6M | +25.9% | +5.5% | +20.5% | +28.4% |
| YTD | -3.0% | +11.4% | -14.4% | 0.0% |
| 1Y | -9.7% | +15.0% | -24.7% | -5.6% |
| All | -9.7% | +18.5% | -28.2% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 1y: compounded portfolio wealth divided by compounded CI 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…
1y analysis · Full analysis span regression · 6 months rolling