+154.6%
CRS vs PLTU
+140.2%
+14.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -0.5% | -0.8% | +0.2% | -0.6% |
| 30D | -18.1% | -8.8% | -9.3% | -17.6% |
| 3M | -12.4% | +41.7% | -54.1% | -17.8% |
| 6M | +15.9% | -9.3% | +25.2% | +12.5% |
| YTD | +45.8% | -35.2% | +81.1% | +46.3% |
| 1Y | +87.8% | -29.5% | +117.2% | +82.2% |
| All | +154.6% | +140.2% | +14.4% | +90.5% |
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 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