+67.0%
CVE vs PLTU
-56.2%
+123.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -19.6% | +16.9% | -2.9% |
| 7D | -14.1% | -39.1% | +25.0% | -14.6% |
| 30D | -11.6% | -37.6% | +26.0% | -12.1% |
| 3M | 0.0% | -12.7% | +12.8% | +0.3% |
| 6M | -8.4% | +1.7% | -10.1% | -7.0% |
| YTD | +65.9% | -48.8% | +114.7% | +64.6% |
| All | +67.0% | -56.2% | +123.2% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling