+41.0%
COP vs PLTU
+103.5%
-62.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.1% | -6.5% | +0.4% |
| 7D | -11.5% | -25.3% | +13.8% | -10.9% |
| 30D | +5.0% | -34.5% | +39.4% | +5.8% |
| 3M | +17.5% | -3.4% | +20.8% | +16.9% |
| 6M | +16.2% | +12.4% | +3.8% | +14.2% |
| YTD | +48.8% | -45.1% | +93.9% | +49.7% |
| 1Y | +64.1% | -45.7% | +109.8% | +64.4% |
| All | +41.0% | +103.5% | -62.5% | +24.0% |
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