+548.8%
PLTR vs COST
+103.8%
+445.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | +0.2% |
| 7D | 0.0% | -2.8% | +2.8% | +2.2% |
| 30D | -3.3% | -5.3% | +2.0% | +0.7% |
| 3M | +28.4% | -6.7% | +35.0% | +34.6% |
| 6M | +8.4% | -9.9% | +18.3% | +15.3% |
| YTD | -4.6% | +5.1% | -9.8% | -11.8% |
| 1Y | +4.4% | -7.3% | +11.7% | +6.9% |
| 3Y | +1,020.5% | +70.4% | +950.1% | +563.8% |
| 5Y | +548.8% | +104.4% | +444.4% | +212.3% |
| All | +548.8% | +103.8% | +445.0% | +212.3% |
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