+53.1%
CMI vs PLTU
+129.7%
-76.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.6% |
| 7D | +0.8% | -17.7% | +18.6% | +2.0% |
| 30D | -12.8% | -12.5% | -0.3% | -12.3% |
| 3M | -12.4% | +39.5% | -51.9% | -15.8% |
| 6M | -0.9% | -7.0% | +6.1% | -2.8% |
| YTD | +8.9% | -38.1% | +46.9% | +10.1% |
| 1Y | +37.7% | -36.0% | +73.7% | +36.8% |
| All | +53.1% | +129.7% | -76.6% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling