+38.1%
CF vs PLTU
+103.5%
-65.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.1% | -6.4% | +0.7% |
| 7D | -3.2% | -25.3% | +22.2% | -3.2% |
| 30D | +4.3% | -34.5% | +38.8% | +4.2% |
| 3M | +2.8% | -3.4% | +6.2% | +2.5% |
| 6M | +0.6% | +12.4% | -11.8% | 0.0% |
| YTD | +56.6% | -45.1% | +101.8% | +57.1% |
| 1Y | +49.6% | -45.7% | +95.3% | +49.7% |
| All | +38.1% | +103.5% | -65.4% | +27.0% |
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