+57.2%
COP vs PLTU
-45.3%
+102.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +11.1% | -12.4% | -1.1% |
| 7D | -8.4% | -11.7% | +3.3% | -8.6% |
| 30D | +0.3% | -36.9% | +37.2% | -0.7% |
| 3M | +15.1% | -10.9% | +26.0% | +15.1% |
| 6M | +19.8% | +18.0% | +1.8% | +21.3% |
| YTD | +46.8% | -39.0% | +85.8% | +43.9% |
| All | +57.2% | -45.3% | +102.5% | +54.8% |
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