-2.6%
CLF vs PLTU
+103.5%
-106.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.1% | -5.4% | +0.7% |
| 7D | -19.6% | -25.3% | +5.7% | -16.3% |
| 30D | -5.0% | -34.5% | +29.5% | +0.4% |
| 3M | -6.3% | -3.4% | -2.9% | -6.9% |
| 6M | +2.8% | +12.4% | -9.6% | -3.1% |
| YTD | -13.7% | -45.1% | +31.4% | -12.4% |
| 1Y | +13.6% | -45.7% | +59.3% | +14.1% |
| All | -2.6% | +103.5% | -106.1% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling