-8.1%
CORZ vs PLTU
+134.3%
-142.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.3% | +6.7% | +10.2% |
| 7D | +14.2% | -0.9% | +15.1% | +14.3% |
| 30D | -3.0% | -34.7% | +31.7% | +3.9% |
| 3M | -26.3% | -10.8% | -15.5% | -25.6% |
| 6M | -36.5% | +24.1% | -60.6% | -42.6% |
| YTD | +0.1% | -36.8% | +36.9% | +0.6% |
| 1Y | -15.9% | -47.0% | +31.1% | -12.4% |
| All | -8.1% | +134.3% | -142.4% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling