-13.3%
CCL vs PLTU
+140.2%
-153.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -4.4% | -0.8% | -3.6% | -4.5% |
| 30D | -18.2% | -8.8% | -9.4% | -17.8% |
| 3M | -17.7% | +41.7% | -59.4% | -23.0% |
| 6M | -13.0% | -9.3% | -3.7% | -15.7% |
| YTD | -24.5% | -35.2% | +10.8% | -24.5% |
| 1Y | -26.9% | -29.5% | +2.5% | -29.1% |
| All | -13.3% | +140.2% | -153.5% | -38.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling