-40.2%
CLX vs PLTU
+142.1%
-182.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -1.6% |
| 7D | -3.5% | -11.6% | +8.0% | -3.6% |
| 30D | -11.9% | -4.6% | -7.3% | -11.9% |
| 3M | -2.6% | +33.7% | -36.3% | -2.6% |
| 6M | -18.2% | -9.4% | -8.8% | -18.4% |
| YTD | -5.9% | -34.7% | +28.8% | -6.4% |
| 1Y | -23.8% | -23.2% | -0.6% | -24.2% |
| All | -40.2% | +142.1% | -182.4% | -39.3% |
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