+96.5%
CVS vs PLTU
+129.7%
-33.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | -0.1% |
| 7D | -2.0% | -17.7% | +15.8% | -1.8% |
| 30D | +1.9% | -12.5% | +14.4% | +2.0% |
| 3M | -2.2% | +39.5% | -41.7% | -2.7% |
| 6M | +26.7% | -7.0% | +33.7% | +26.7% |
| YTD | +22.9% | -38.1% | +60.9% | +23.8% |
| 1Y | +32.9% | -36.0% | +68.9% | +33.2% |
| All | +96.5% | +129.7% | -33.2% | +87.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling