-16.2%
CCI vs PLTU
+142.1%
-158.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.7% | +4.9% | +0.2% |
| 7D | +0.2% | -11.6% | +11.8% | +0.2% |
| 30D | +0.5% | -4.6% | +5.1% | +0.5% |
| 3M | -16.3% | +33.7% | -50.0% | -16.5% |
| 6M | -13.9% | -9.4% | -4.6% | -14.2% |
| YTD | -12.4% | -34.7% | +22.3% | -12.9% |
| 1Y | -15.2% | -23.2% | +8.0% | -15.4% |
| All | -16.2% | +142.1% | -158.3% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling