+25.5%
CP vs PLTU
+121.9%
-96.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | -0.4% |
| 7D | +2.1% | +9.0% | -6.9% | +1.9% |
| 30D | +9.3% | -33.0% | +42.3% | +10.4% |
| 3M | +0.5% | -19.0% | +19.4% | +0.6% |
| 6M | +10.4% | +30.4% | -20.0% | +8.1% |
| YTD | +28.7% | -40.2% | +68.9% | +29.2% |
| 1Y | +33.2% | -37.8% | +71.0% | +33.1% |
| All | +25.5% | +121.9% | -96.4% | +10.7% |
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