+20.2%
CLF vs PLTU
-47.9%
+68.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.5% | -4.7% | -8.7% |
| 7D | -7.9% | -24.5% | +16.6% | -5.4% |
| 30D | +5.2% | -20.2% | +25.4% | +7.5% |
| 3M | +4.3% | +3.1% | +1.2% | +3.6% |
| 6M | +25.3% | +8.7% | +16.5% | +20.9% |
| YTD | -3.3% | -36.2% | +32.9% | -4.2% |
| 1Y | +20.2% | -47.1% | +67.4% | +21.8% |
| All | +20.2% | -47.9% | +68.2% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling