+123.0%
CVE vs PLTD
-77.8%
+200.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -6.0% | -0.8% |
| 7D | +2.5% | +5.9% | -3.4% | +3.2% |
| 30D | +16.7% | -11.6% | +28.3% | +15.5% |
| 3M | +9.3% | -29.9% | +39.2% | +6.8% |
| 6M | +43.6% | -28.5% | +72.1% | +41.4% |
| YTD | +93.6% | -20.4% | +114.0% | +94.8% |
| 1Y | +98.8% | -33.3% | +132.0% | +94.1% |
| All | +123.0% | -77.8% | +200.8% | +79.3% |
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