+37.2%
CF vs PLTU
+90.0%
-52.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -19.6% | +25.8% | +6.1% |
| 7D | +0.4% | -39.1% | +39.5% | +0.3% |
| 30D | +2.2% | -37.6% | +39.8% | +2.1% |
| 3M | +2.1% | -12.7% | +14.8% | +1.8% |
| 6M | -6.5% | +1.7% | -8.3% | -7.1% |
| YTD | +55.6% | -48.8% | +104.3% | +56.0% |
| 1Y | +42.3% | -56.2% | +98.5% | +43.0% |
| All | +37.2% | +90.0% | -52.9% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling