-49.0%
CPRT vs PLTU
+103.5%
-152.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.1% | -8.7% | -1.9% |
| 7D | +6.0% | -25.3% | +31.4% | +7.3% |
| 30D | +20.0% | -34.5% | +54.5% | +21.8% |
| 3M | +10.1% | -3.4% | +13.5% | +9.4% |
| 6M | -4.3% | +12.4% | -16.7% | -6.7% |
| YTD | -18.4% | -45.1% | +26.7% | -18.5% |
| 1Y | -20.1% | -45.7% | +25.6% | -20.4% |
| All | -49.0% | +103.5% | -152.5% | -55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling