+12.5%
COST vs PLTU
+121.9%
-109.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.5% | +1.4% |
| 7D | +5.0% | +9.0% | -4.0% | +4.8% |
| 30D | +12.8% | -33.0% | +45.8% | +13.6% |
| 3M | +15.2% | -19.0% | +34.2% | +15.3% |
| 6M | +7.4% | +30.4% | -23.0% | +5.4% |
| YTD | +29.0% | -40.2% | +69.2% | +29.4% |
| 1Y | +20.3% | -37.8% | +58.1% | +20.2% |
| All | +12.5% | +121.9% | -109.5% | -0.1% |
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