+175.9%
CDE vs PLTU
+129.7%
+46.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.2% | -2.5% |
| 7D | -6.1% | -17.7% | +11.7% | -3.3% |
| 30D | +9.5% | -12.5% | +22.0% | +10.9% |
| 3M | +32.0% | +39.5% | -7.5% | +20.8% |
| 6M | -12.8% | -7.0% | -5.8% | -16.2% |
| YTD | +14.2% | -38.1% | +52.3% | +14.6% |
| 1Y | +36.3% | -36.0% | +72.3% | +33.6% |
| All | +175.9% | +129.7% | +46.2% | +107.9% |
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