+82.4%
CCJ vs PLTD
-77.3%
+159.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.1% | +1.9% |
| 7D | +5.9% | +4.5% | +1.4% | +7.4% |
| 30D | +4.7% | -0.7% | +5.5% | +4.9% |
| 3M | -3.3% | -31.0% | +27.8% | -10.2% |
| 6M | -7.0% | -24.8% | +17.8% | -10.0% |
| YTD | +11.5% | -18.6% | +30.0% | +11.5% |
| 1Y | +32.3% | -31.8% | +64.1% | +27.7% |
| All | +82.4% | -77.3% | +159.7% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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