+47.5%
CFG vs PLTU
+90.0%
-42.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -19.6% | +16.5% | -1.9% |
| 7D | -2.2% | -39.1% | +36.9% | +0.6% |
| 30D | +0.4% | -37.6% | +38.0% | +2.9% |
| 3M | -12.6% | -12.7% | +0.1% | -12.7% |
| 6M | +0.6% | +1.7% | -1.1% | -2.3% |
| YTD | +12.4% | -48.8% | +61.2% | +13.8% |
| 1Y | +27.7% | -56.2% | +83.8% | +30.3% |
| All | +47.5% | +90.0% | -42.5% | +19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling