-30.1%
CLX vs PLTU
+126.1%
-156.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +27.4% |
| 3M | +3.0% | -10.9% | +13.9% | +2.9% |
| 6M | +17.5% | +18.0% | -0.5% | +17.5% |
| YTD | +10.0% | -39.0% | +49.0% | +9.2% |
| 1Y | +3.3% | -41.5% | +44.8% | +2.6% |
| All | -30.1% | +126.1% | -156.2% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling