+147.8%
CLS vs PLTU
+126.1%
+21.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +11.1% | -3.3% | +5.1% |
| 7D | -10.6% | -11.7% | +1.2% | -7.8% |
| 30D | -38.4% | -36.9% | -1.5% | -31.5% |
| 3M | -29.9% | -10.9% | -18.9% | -28.9% |
| 6M | -40.6% | +18.0% | -58.6% | -47.1% |
| YTD | -24.6% | -39.0% | +14.4% | -23.2% |
| 1Y | -30.8% | -41.5% | +10.7% | -29.0% |
| All | +147.8% | +126.1% | +21.7% | +38.4% |
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