+91.1%
CVE vs PLTD
-75.6%
+166.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.5% | -12.3% | -1.8% |
| 7D | -14.1% | +25.1% | -39.1% | -12.1% |
| 30D | -11.6% | +21.0% | -32.6% | -9.8% |
| 3M | 0.0% | -2.9% | +3.0% | +0.1% |
| 6M | -8.4% | -27.8% | +19.4% | -10.2% |
| YTD | +65.9% | -12.6% | +78.5% | +68.8% |
| 1Y | +69.4% | -9.8% | +79.3% | +74.0% |
| All | +91.1% | -75.6% | +166.8% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling