+94.0%
CSCO vs PLTU
+154.0%
-60.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.6% | +1.1% |
| 7D | -0.7% | -13.6% | +12.9% | +0.1% |
| 30D | -10.1% | +16.7% | -26.8% | -11.4% |
| 3M | -15.7% | +29.6% | -45.3% | -18.5% |
| 6M | +36.3% | -0.1% | +36.4% | +32.7% |
| YTD | +43.8% | -31.5% | +75.3% | +42.7% |
| 1Y | +63.9% | -19.7% | +83.7% | +59.0% |
| All | +94.0% | +154.0% | -60.0% | +63.4% |
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