+1,735.1%
PLTR vs CTVA
+226.1%
+1,509.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.2% |
| 7D | -6.4% | +4.9% | -11.4% | -8.0% |
| 30D | +10.0% | +11.9% | -1.9% | +5.8% |
| 3M | +23.0% | +13.7% | +9.4% | +16.7% |
| 6M | +13.8% | +13.1% | +0.7% | +7.6% |
| YTD | -1.9% | +32.0% | -33.9% | -12.4% |
| 1Y | +11.6% | +22.1% | -10.4% | +2.1% |
| 3Y | +1,048.4% | +77.5% | +970.9% | +810.9% |
| 5Y | +554.4% | +106.3% | +448.1% | +399.3% |
| All | +1,735.1% | +226.1% | +1,509.0% | +1,435.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling