+88.4%
CVE vs PLTU
+126.1%
-37.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.1% | -10.6% | 0.0% |
| 7D | -10.1% | -11.7% | +1.6% | -9.6% |
| 30D | -12.1% | -36.9% | +24.8% | -10.4% |
| 3M | -1.9% | -10.9% | +9.1% | -1.9% |
| 6M | -1.8% | +18.0% | -19.8% | -4.7% |
| YTD | +65.8% | -39.0% | +104.8% | +66.8% |
| 1Y | +60.8% | -41.5% | +102.3% | +61.2% |
| All | +88.4% | +126.1% | -37.8% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling