+7.1%
CTAS vs PLTU
+103.5%
-96.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +7.1% | -8.9% | -1.9% |
| 7D | +1.2% | -25.3% | +26.5% | +1.7% |
| 30D | +12.8% | -34.5% | +47.3% | +13.6% |
| 3M | +10.3% | -3.4% | +13.6% | +9.9% |
| 6M | +32.0% | +12.4% | +19.6% | +30.3% |
| YTD | +19.1% | -45.1% | +64.3% | +19.2% |
| 1Y | +21.5% | -45.7% | +67.2% | +21.3% |
| All | +7.1% | +103.5% | -96.4% | -0.5% |
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