+25.4%
CP vs PLTU
+126.1%
-100.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.1% | -9.1% | +1.7% |
| 7D | +2.8% | -11.7% | +14.5% | +3.0% |
| 30D | +11.3% | -36.9% | +48.3% | +12.6% |
| 3M | +2.9% | -10.9% | +13.8% | +2.7% |
| 6M | +9.8% | +18.0% | -8.2% | +7.9% |
| YTD | +28.5% | -39.0% | +67.6% | +29.0% |
| 1Y | +33.5% | -41.5% | +75.0% | +33.7% |
| All | +25.4% | +126.1% | -100.8% | +10.5% |
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