+27.6%
CCJ vs PLTD
-76.4%
+104.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.2% | +7.5% | +3.4% |
| 7D | -7.3% | +13.7% | -21.0% | -3.6% |
| 30D | -20.0% | +18.4% | -38.4% | -15.4% |
| 3M | -23.8% | -7.5% | -16.4% | -24.2% |
| 6M | -42.4% | -31.3% | -11.1% | -45.8% |
| YTD | -22.1% | -15.4% | -6.7% | -20.4% |
| 1Y | -20.8% | -18.4% | -2.4% | -19.3% |
| All | +27.6% | -76.4% | +104.0% | -6.0% |
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