-0.5%
PLTR vs COST
-7.0%
+6.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.2% |
| 7D | -9.1% | -2.5% | -6.6% | -9.5% |
| 30D | -5.2% | -4.4% | -0.7% | -5.9% |
| 3M | +27.4% | -8.1% | +35.5% | +24.9% |
| 6M | +9.7% | -9.2% | +19.0% | +7.8% |
| YTD | -6.7% | +5.1% | -11.8% | -7.6% |
| 1Y | -0.5% | -5.1% | +4.6% | -2.0% |
| All | -0.5% | -7.0% | +6.5% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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