+1,668.3%
PLTR vs CPB
-39.9%
+1,708.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.1% | -5.2% | -1.5% |
| 7D | +4.7% | -1.6% | +6.3% | +4.5% |
| 30D | -16.4% | +19.2% | -35.6% | -13.5% |
| 3M | -6.2% | -1.0% | -5.2% | -5.7% |
| 6M | +29.2% | +15.2% | +14.0% | +33.9% |
| YTD | -5.5% | -13.1% | +7.6% | -7.5% |
| 1Y | -2.4% | -22.4% | +20.0% | -6.7% |
| 3Y | +752.3% | -35.3% | +787.6% | +698.4% |
| 5Y | +635.8% | -33.0% | +668.8% | +587.3% |
| All | +1,668.3% | -39.9% | +1,708.3% | +1,638.1% |
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