+21.9%
CCL vs PLTU
-47.9%
+69.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.5% | +11.7% | +7.4% |
| 7D | +11.6% | -24.5% | +36.1% | +12.9% |
| 30D | +22.5% | -20.2% | +42.7% | +23.6% |
| 3M | +6.4% | +3.1% | +3.3% | +5.7% |
| 6M | +23.4% | +8.7% | +14.7% | +20.7% |
| YTD | +4.2% | -36.2% | +40.5% | +5.0% |
| 1Y | +21.9% | -47.1% | +69.0% | +24.2% |
| All | +21.9% | -47.9% | +69.8% | +24.2% |
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