-19.5%
CCJ vs PLTU
-46.5%
+27.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.3% | -2.3% | +1.4% |
| 7D | +3.7% | -0.9% | +4.6% | +3.5% |
| 30D | -13.7% | -34.7% | +21.0% | -9.3% |
| 3M | -24.7% | -10.8% | -14.0% | -24.4% |
| 6M | -38.1% | +24.1% | -62.2% | -42.0% |
| YTD | -18.8% | -36.8% | +18.1% | -17.3% |
| 1Y | -19.5% | -47.0% | +27.5% | -14.5% |
| All | -19.5% | -46.5% | +27.0% | -14.5% |
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