+547.4%
PLTR vs CRM
-1.9%
+549.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | -0.6% |
| 7D | -4.1% | -4.4% | +0.4% | -1.0% |
| 30D | -2.2% | +28.1% | -30.4% | -19.9% |
| 3M | +27.6% | +48.8% | -21.2% | -6.5% |
| 6M | +10.3% | +28.3% | -17.9% | -10.7% |
| YTD | -5.9% | -6.0% | +0.1% | -4.8% |
| 1Y | +1.7% | +1.4% | +0.3% | -3.9% |
| 3Y | +959.1% | +11.8% | +947.2% | +741.0% |
| All | +547.4% | -1.9% | +549.4% | +453.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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