+91.0%
CVE vs PLTD
-77.7%
+168.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | 0.0% |
| 7D | -10.1% | +4.2% | -14.3% | -9.6% |
| 30D | -12.1% | +20.8% | -32.9% | -10.3% |
| 3M | -1.9% | -2.6% | +0.7% | -1.8% |
| 6M | -1.8% | -33.1% | +31.2% | -4.5% |
| YTD | +65.8% | -20.0% | +85.8% | +67.2% |
| 1Y | +60.8% | -21.6% | +82.5% | +62.0% |
| All | +91.0% | -77.7% | +168.7% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling