+22.9%
CP vs PLTU
+103.5%
-80.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +7.1% | -8.8% | -1.9% |
| 7D | +2.8% | -25.3% | +28.1% | +3.5% |
| 30D | +10.2% | -34.5% | +44.7% | +11.3% |
| 3M | +2.4% | -3.4% | +5.7% | +1.9% |
| 6M | +7.7% | +12.4% | -4.7% | +5.9% |
| YTD | +26.0% | -45.1% | +71.1% | +26.8% |
| 1Y | +34.6% | -45.7% | +80.3% | +35.1% |
| All | +22.9% | +103.5% | -80.6% | +8.6% |
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