-44.5%
CPB vs PLTU
+142.1%
-186.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.7% | +6.5% | +1.7% |
| 7D | -8.2% | -11.6% | +3.4% | -8.3% |
| 30D | -5.6% | -4.6% | -1.0% | -5.6% |
| 3M | +3.0% | +33.7% | -30.8% | +3.7% |
| 6M | -12.7% | -9.4% | -3.3% | -12.8% |
| YTD | -18.0% | -34.7% | +16.7% | -18.3% |
| 1Y | -31.7% | -23.2% | -8.5% | -31.6% |
| All | -44.5% | +142.1% | -186.6% | -44.2% |
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