+90.0%
CVE vs PLTD
-76.4%
+166.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.9% |
| 7D | -16.1% | +13.7% | -29.9% | -15.0% |
| 30D | -10.4% | +18.4% | -28.8% | -8.7% |
| 3M | -2.4% | -7.5% | +5.1% | -2.8% |
| 6M | -4.4% | -31.3% | +26.9% | -6.9% |
| YTD | +64.9% | -15.4% | +80.3% | +67.3% |
| 1Y | +66.0% | -18.4% | +84.4% | +67.6% |
| All | +90.0% | -76.4% | +166.4% | +53.9% |
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