+15.4%
CLS vs PLTU
+6.3%
+9.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.0% | +9.8% | +2.1% |
| 7D | +4.6% | -13.6% | +18.2% | +6.3% |
| 30D | -13.9% | +16.7% | -30.6% | -15.9% |
| 3M | -26.6% | +29.6% | -56.1% | -29.0% |
| 6M | +15.4% | -0.1% | +15.5% | +17.5% |
| All | +15.4% | +6.3% | +9.1% | +17.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling