+1,735.1%
PLTR vs STZ
-24.1%
+1,759.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.4% |
| 7D | -6.4% | -1.9% | -4.5% | -6.1% |
| 30D | +10.0% | -1.9% | +11.9% | +10.4% |
| 3M | +23.0% | -6.2% | +29.3% | +24.1% |
| 6M | +13.8% | -14.0% | +27.8% | +16.3% |
| YTD | -1.9% | -5.1% | +3.2% | -3.4% |
| 1Y | +11.6% | -9.6% | +21.2% | +11.3% |
| 3Y | +1,048.4% | -47.2% | +1,095.7% | +1,252.4% |
| 5Y | +554.4% | -33.6% | +588.0% | +641.1% |
| All | +1,735.1% | -24.1% | +1,759.1% | +1,724.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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