+6.9%
CTVA vs PLTU
+121.9%
-115.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.8% | +2.7% |
| 7D | -20.8% | +9.0% | -29.8% | -20.9% |
| 30D | -29.6% | -33.0% | +3.4% | -29.0% |
| 3M | -16.9% | -19.0% | +2.1% | -16.8% |
| 6M | -24.3% | +30.4% | -54.7% | -26.0% |
| YTD | -5.6% | -40.2% | +34.6% | -5.5% |
| 1Y | -4.2% | -37.8% | +33.6% | -4.5% |
| All | +6.9% | +121.9% | -115.0% | -4.8% |
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