-60.2%
CSGP vs PLTU
+154.0%
-214.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -9.0% | +6.6% | -1.9% |
| 7D | -4.1% | -13.6% | +9.5% | -3.3% |
| 30D | +2.3% | +16.7% | -14.3% | +1.2% |
| 3M | -8.2% | +29.6% | -37.7% | -10.9% |
| 6M | -35.1% | -0.1% | -35.0% | -36.5% |
| YTD | -54.0% | -31.5% | -22.5% | -54.4% |
| 1Y | -65.3% | -19.7% | -45.6% | -66.4% |
| All | -60.2% | +154.0% | -214.2% | -67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling