+24.4%
CCJ vs PLTU
+131.7%
-107.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.3% |
| 7D | +5.0% | +21.9% | -16.9% | +2.1% |
| 30D | -16.7% | -35.3% | +18.6% | -11.9% |
| 3M | -27.5% | -7.7% | -19.8% | -27.6% |
| 6M | -38.6% | +24.2% | -62.9% | -43.3% |
| YTD | -21.5% | -37.5% | +16.0% | -21.8% |
| 1Y | -22.3% | -43.6% | +21.3% | -21.8% |
| All | +24.4% | +131.7% | -107.3% | -11.8% |
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