+548.8%
PLTR vs CMG
-5.7%
+554.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | +1.0% |
| 7D | 0.0% | -6.5% | +6.5% | +3.7% |
| 30D | -3.3% | +12.1% | -15.4% | -9.8% |
| 3M | +28.4% | +20.6% | +7.8% | +8.7% |
| 6M | +8.4% | +2.1% | +6.3% | +1.3% |
| YTD | -4.6% | -2.6% | -2.0% | -8.4% |
| 1Y | +4.4% | -8.7% | +13.1% | +1.3% |
| 3Y | +1,020.5% | -7.4% | +1,027.9% | +822.0% |
| 5Y | +548.8% | -5.7% | +554.5% | +451.3% |
| All | +548.8% | -5.7% | +554.5% | +451.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CMG.
Daily Out/Under-Performance
Portfolio return minus CMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMG 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 CMG 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