+88.9%
CVE vs PLTU
+124.7%
-35.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | -10.0% | -9.2% | -0.8% | -9.7% |
| 30D | -11.9% | -37.3% | +25.5% | -10.1% |
| 3M | -5.9% | -14.7% | +8.7% | -5.8% |
| 6M | -1.6% | +17.3% | -18.8% | -4.4% |
| YTD | +66.3% | -39.4% | +105.7% | +67.3% |
| 1Y | +57.5% | -50.6% | +108.1% | +60.8% |
| All | +88.9% | +124.7% | -35.8% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling