+39.7%
COP vs PLTU
+142.1%
-102.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.7% | +5.3% | +0.7% |
| 7D | -0.8% | -11.6% | +10.7% | -0.6% |
| 30D | +15.6% | -4.6% | +20.2% | +15.6% |
| 3M | +14.3% | +33.7% | -19.4% | +12.6% |
| 6M | +17.0% | -9.4% | +26.4% | +16.4% |
| YTD | +47.4% | -34.7% | +82.2% | +48.1% |
| 1Y | +52.4% | -23.2% | +75.6% | +50.0% |
| All | +39.7% | +142.1% | -102.4% | +22.7% |
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