-25.9%
CCJ vs PLTU
-47.9%
+22.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.6% |
| 7D | -14.5% | -24.5% | +10.0% | -11.2% |
| 30D | -18.1% | -20.2% | +2.1% | -15.7% |
| 3M | -23.0% | +3.1% | -26.1% | -24.1% |
| 6M | -39.4% | +8.7% | -48.1% | -41.8% |
| YTD | -21.7% | -36.2% | +14.6% | -19.9% |
| 1Y | -25.9% | -47.1% | +21.2% | -21.3% |
| All | -25.9% | -47.9% | +22.0% | -21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling