+5.9%
CLX vs PLTU
-45.3%
+51.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +11.1% | -5.5% | +5.6% |
| 7D | +17.4% | -11.7% | +29.1% | +17.3% |
| 30D | +27.8% | -36.9% | +64.7% | +27.8% |
| 3M | +3.0% | -10.9% | +13.9% | +2.8% |
| 6M | +17.5% | +18.0% | -0.5% | +15.8% |
| YTD | +10.0% | -39.0% | +49.0% | +6.8% |
| All | +5.9% | -45.3% | +51.2% | +2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling