+98.1%
CVS vs PLTU
+142.1%
-44.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.7% |
| 7D | -1.6% | -11.6% | +10.0% | -1.5% |
| 30D | +0.4% | -4.6% | +5.0% | +0.4% |
| 3M | -0.4% | +33.7% | -34.2% | -0.9% |
| 6M | +25.1% | -9.4% | +34.5% | +25.3% |
| YTD | +23.9% | -34.7% | +58.6% | +24.8% |
| 1Y | +41.1% | -23.2% | +64.3% | +40.7% |
| All | +98.1% | +142.1% | -44.1% | +88.5% |
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