-58.7%
CSGP vs PLTU
+90.0%
-148.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -19.6% | +18.0% | -0.6% |
| 7D | +13.9% | -39.1% | +53.0% | +16.8% |
| 30D | +16.0% | -37.6% | +53.6% | +18.5% |
| 3M | +6.1% | -12.7% | +18.8% | +5.8% |
| 6M | -8.2% | +1.7% | -9.9% | -10.6% |
| YTD | -52.3% | -48.8% | -3.6% | -52.3% |
| 1Y | -54.5% | -56.2% | +1.7% | -54.2% |
| All | -58.7% | +90.0% | -148.7% | -66.1% |
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