+617.6%
PLTR vs COST
+125.1%
+492.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -3.0% |
| 7D | +4.7% | +5.0% | -0.3% | +1.2% |
| 30D | -16.4% | +12.8% | -29.2% | -23.9% |
| 3M | -6.2% | +15.2% | -21.3% | -16.2% |
| 6M | +29.2% | +7.4% | +21.8% | +20.7% |
| YTD | -5.5% | +29.0% | -34.5% | -25.5% |
| 1Y | -2.4% | +20.3% | -22.7% | -18.4% |
| 3Y | +752.3% | +99.0% | +653.3% | +349.7% |
| All | +617.6% | +125.1% | +492.5% | +241.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling