+4.2%
CLF vs PLTU
+126.1%
-122.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +11.1% | -4.1% | +5.4% |
| 7D | -14.1% | -11.7% | -2.4% | -12.6% |
| 30D | -5.5% | -36.9% | +31.4% | +0.2% |
| 3M | 0.0% | -10.9% | +10.9% | +0.7% |
| 6M | +11.3% | +18.0% | -6.7% | +4.2% |
| YTD | -7.7% | -39.0% | +31.4% | -7.7% |
| 1Y | +17.5% | -41.5% | +59.0% | +17.0% |
| All | +4.2% | +126.1% | -122.0% | -19.9% |
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