+651.6%
PLTR vs CMS
+34.5%
+617.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +10.7% | -1.3% | +12.0% | +10.6% |
| 30D | -17.8% | +5.3% | -23.0% | -17.6% |
| 3M | +0.3% | -0.3% | +0.7% | +0.4% |
| 6M | +26.2% | -4.0% | +30.2% | +26.3% |
| YTD | -3.5% | +2.1% | -5.6% | -3.7% |
| 1Y | -6.8% | -4.7% | -2.1% | -6.7% |
| 3Y | +772.3% | +36.8% | +735.5% | +740.3% |
| 5Y | +651.6% | +34.9% | +616.7% | +642.7% |
| All | +651.6% | +34.5% | +617.1% | +642.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 CMS 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