+74.6%
CCJ vs PLTU
+154.0%
-79.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.0% | +9.1% | +1.4% |
| 7D | +0.7% | -13.6% | +14.3% | +2.5% |
| 30D | +6.9% | +16.7% | -9.8% | +3.8% |
| 3M | -11.6% | +29.6% | -41.2% | -17.5% |
| 6M | -16.2% | -0.1% | -16.1% | -20.3% |
| YTD | +10.1% | -31.5% | +41.6% | +9.1% |
| 1Y | +32.3% | -19.7% | +52.0% | +25.9% |
| All | +74.6% | +154.0% | -79.4% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling