+11.0%
CLF vs PLTU
+131.7%
-120.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | +16.0% | +21.9% | -5.9% | +12.7% |
| 30D | +1.6% | -35.3% | +36.9% | +7.4% |
| 3M | +6.7% | -7.7% | +14.4% | +6.9% |
| 6M | +21.1% | +24.2% | -3.1% | +12.6% |
| YTD | -1.6% | -37.5% | +36.0% | -1.9% |
| 1Y | +18.5% | -43.6% | +62.1% | +19.2% |
| All | +11.0% | +131.7% | -120.6% | -14.9% |
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 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