+62.3%
CFG vs PLTU
+154.0%
-91.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +8.9% | +0.5% |
| 7D | +1.5% | -13.6% | +15.1% | +2.3% |
| 30D | -3.8% | +16.7% | -20.5% | -5.2% |
| 3M | +11.5% | +29.6% | -18.1% | +7.9% |
| 6M | +19.2% | -0.1% | +19.3% | +16.2% |
| YTD | +23.7% | -31.5% | +55.2% | +23.6% |
| 1Y | +38.8% | -19.7% | +58.6% | +34.4% |
| All | +62.3% | +154.0% | -91.7% | +29.3% |
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