+56.3%
CMI vs PLTU
+142.1%
-85.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.7% | +4.8% | +0.4% |
| 7D | +1.9% | -11.6% | +13.5% | +2.5% |
| 30D | -12.5% | -4.6% | -7.9% | -12.5% |
| 3M | -16.2% | +33.7% | -49.9% | -19.0% |
| 6M | +4.9% | -9.4% | +14.2% | +3.4% |
| YTD | +11.1% | -34.7% | +45.9% | +12.0% |
| 1Y | +43.4% | -23.2% | +66.6% | +39.9% |
| All | +56.3% | +142.1% | -85.8% | +25.6% |
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 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