+75.0%
CSCO vs PLTU
+124.7%
-49.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -4.7% | -9.2% | +4.5% | -4.2% |
| 30D | -17.1% | -37.3% | +20.2% | -14.8% |
| 3M | -19.6% | -14.7% | -4.9% | -19.2% |
| 6M | +2.4% | +17.3% | -14.9% | -1.1% |
| YTD | +29.8% | -39.4% | +69.2% | +29.4% |
| 1Y | +38.7% | -50.6% | +89.2% | +39.8% |
| All | +75.0% | +124.7% | -49.7% | +48.2% |
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 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