+1,714.7%
PLTR vs CPB
-41.1%
+1,755.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.4% | +1.9% |
| 7D | +0.4% | -4.1% | +4.5% | -0.3% |
| 30D | -17.5% | +16.9% | -34.4% | -15.0% |
| 3M | -1.5% | -0.6% | -0.9% | -1.0% |
| 6M | +25.9% | +11.4% | +14.6% | +29.6% |
| YTD | -3.0% | -14.8% | +11.8% | -5.5% |
| 1Y | -9.7% | -24.8% | +15.0% | -14.2% |
| 3Y | +776.5% | -36.6% | +813.1% | +717.7% |
| 5Y | +649.9% | -33.3% | +683.2% | +596.0% |
| All | +1,714.7% | -41.1% | +1,755.9% | +1,676.6% |
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