+13.5%
CCL vs PLTU
+103.5%
-90.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.1% | -6.6% | -0.2% |
| 7D | +3.1% | -25.3% | +28.4% | +6.0% |
| 30D | +13.7% | -34.5% | +48.2% | +18.0% |
| 3M | +3.8% | -3.4% | +7.2% | +2.6% |
| 6M | +9.3% | +12.4% | -3.1% | +3.2% |
| YTD | -1.1% | -45.1% | +44.0% | -0.2% |
| 1Y | +14.6% | -45.7% | +60.2% | +14.8% |
| All | +13.5% | +103.5% | -90.0% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling