+1,681.1%
PLTR vs CPB
-39.7%
+1,720.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.3% |
| 7D | -5.1% | +3.3% | -8.4% | -4.5% |
| 30D | -19.1% | +19.0% | -38.1% | -16.3% |
| 3M | -1.6% | +0.4% | -2.1% | -1.0% |
| 6M | +22.8% | +13.0% | +9.8% | +26.6% |
| YTD | -4.8% | -12.7% | +7.9% | -6.8% |
| 1Y | -4.9% | -20.9% | +16.0% | -8.7% |
| 3Y | +826.1% | -35.4% | +861.5% | +767.4% |
| 5Y | +597.7% | -32.3% | +630.0% | +551.3% |
| All | +1,681.1% | -39.7% | +1,720.7% | +1,651.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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