+548.8%
PLTR vs CTVA
+103.5%
+445.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | 0.0% |
| 7D | 0.0% | -5.8% | +5.8% | +2.1% |
| 30D | -3.3% | +11.1% | -14.3% | -7.0% |
| 3M | +28.4% | +13.2% | +15.1% | +21.3% |
| 6M | +8.4% | +8.7% | -0.3% | +3.3% |
| YTD | -4.6% | +27.3% | -31.9% | -14.6% |
| 1Y | +4.4% | +18.0% | -13.6% | -4.2% |
| 3Y | +1,020.5% | +76.5% | +944.0% | +768.3% |
| 5Y | +548.8% | +105.1% | +443.7% | +369.8% |
| All | +548.8% | +103.5% | +445.3% | +369.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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