+1,660.3%
PLTR vs CMI
+198.7%
+1,461.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.2% |
| 7D | -4.1% | -0.7% | -3.4% | -3.7% |
| 30D | -2.2% | -12.4% | +10.2% | +5.0% |
| 3M | +27.6% | -14.8% | +42.4% | +36.1% |
| 6M | +10.3% | +0.8% | +9.5% | +1.2% |
| YTD | -5.9% | +10.2% | -16.1% | -20.3% |
| 1Y | +1.7% | +37.4% | -35.7% | -27.1% |
| 3Y | +959.1% | +153.3% | +805.8% | +408.2% |
| 5Y | +536.3% | +167.6% | +368.7% | +185.5% |
| All | +1,660.3% | +198.7% | +1,461.6% | +741.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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