+66.0%
CVE vs PLTD
-12.9%
+78.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.5% |
| 7D | -16.1% | +13.7% | -29.9% | -16.4% |
| 30D | -10.4% | +18.4% | -28.8% | -10.9% |
| 3M | -2.4% | -7.5% | +5.1% | -2.0% |
| 6M | -4.4% | -31.3% | +26.9% | -3.0% |
| YTD | +64.9% | -15.4% | +80.3% | +63.7% |
| 1Y | +66.0% | -18.4% | +84.4% | +63.4% |
| All | +66.0% | -12.9% | +78.9% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling