-39.3%
CLX vs PLTU
+154.0%
-193.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.0% | +7.7% | -1.3% |
| 7D | -9.2% | -13.6% | +4.3% | -9.3% |
| 30D | -11.0% | +16.7% | -27.7% | -10.9% |
| 3M | +5.0% | +29.6% | -24.5% | +4.9% |
| 6M | -18.8% | -0.1% | -18.7% | -19.0% |
| YTD | -4.4% | -31.5% | +27.1% | -4.9% |
| 1Y | -21.9% | -19.7% | -2.1% | -22.2% |
| All | -39.3% | +154.0% | -193.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling