-23.9%
CG vs PLTU
+121.9%
-145.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.3% | +1.5% |
| 7D | +0.2% | +9.0% | -8.9% | -0.9% |
| 30D | +11.2% | -33.0% | +44.2% | +15.6% |
| 3M | -22.1% | -19.0% | -3.1% | -21.2% |
| 6M | -17.9% | +30.4% | -48.3% | -23.9% |
| YTD | -31.3% | -40.2% | +8.9% | -31.4% |
| 1Y | -24.0% | -37.8% | +13.8% | -24.8% |
| All | -23.9% | +121.9% | -145.8% | -44.2% |
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