+552.9%
PLTR vs CI
+42.7%
+510.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.4% |
| 7D | -6.4% | +1.3% | -7.7% | -6.5% |
| 30D | +10.0% | +4.4% | +5.6% | +9.6% |
| 3M | +23.0% | +0.7% | +22.4% | +22.7% |
| 6M | +13.8% | +0.3% | +13.5% | +13.2% |
| YTD | -1.9% | +3.8% | -5.7% | -2.9% |
| 1Y | +11.6% | -5.5% | +17.1% | +11.6% |
| 3Y | +1,048.4% | +8.1% | +1,040.3% | +985.4% |
| All | +552.9% | +42.7% | +510.2% | +453.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling