+114.8%
COPX vs PLTU
+129.7%
-15.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.4% | -2.6% | -6.5% |
| 7D | -2.9% | -17.7% | +14.8% | -0.9% |
| 30D | 0.0% | -12.5% | +12.5% | +1.0% |
| 3M | +14.8% | +39.5% | -24.7% | +7.8% |
| 6M | +7.0% | -7.0% | +14.0% | +3.7% |
| YTD | +23.8% | -38.1% | +61.9% | +23.8% |
| 1Y | +75.7% | -36.0% | +111.7% | +72.7% |
| All | +114.8% | +129.7% | -15.0% | +73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling