+93.9%
CSCO vs PLTU
+142.1%
-48.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.6% | +0.3% |
| 7D | -0.5% | -11.6% | +11.1% | +0.1% |
| 30D | -10.1% | -4.6% | -5.5% | -10.1% |
| 3M | -11.7% | +33.7% | -45.5% | -14.9% |
| 6M | +40.1% | -9.4% | +49.5% | +37.4% |
| YTD | +43.8% | -34.7% | +78.5% | +43.1% |
| 1Y | +66.6% | -23.2% | +89.8% | +62.0% |
| All | +93.9% | +142.1% | -48.2% | +63.8% |
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