-9.3%
CORZ vs PLTU
+131.7%
-141.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | +26.4% | +21.9% | +4.5% | +22.3% |
| 30D | -6.8% | -35.3% | +28.5% | 0.0% |
| 3M | -31.1% | -7.7% | -23.4% | -30.8% |
| 6M | -36.9% | +24.2% | -61.1% | -43.0% |
| YTD | -1.2% | -37.5% | +36.3% | -0.6% |
| 1Y | -12.5% | -43.6% | +31.0% | -10.2% |
| All | -9.3% | +131.7% | -141.0% | -43.4% |
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