+87.4%
CVE vs PLTU
+103.5%
-16.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.1% | -7.7% | -0.9% |
| 7D | -16.1% | -25.3% | +9.2% | -15.0% |
| 30D | -10.4% | -34.5% | +24.1% | -8.8% |
| 3M | -2.4% | -3.4% | +1.0% | -2.9% |
| 6M | -4.4% | +12.4% | -16.8% | -7.1% |
| YTD | +64.9% | -45.1% | +110.1% | +66.8% |
| 1Y | +66.0% | -45.7% | +111.7% | +66.8% |
| All | +87.4% | +103.5% | -16.1% | +50.6% |
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