+84.8%
CVS vs PLTU
+124.7%
-39.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.4% |
| 7D | -2.6% | -9.2% | +6.6% | -2.6% |
| 30D | +4.0% | -37.3% | +41.4% | +4.3% |
| 3M | -6.3% | -14.7% | +8.4% | -6.4% |
| 6M | -0.4% | +17.3% | -17.7% | -1.0% |
| YTD | +15.6% | -39.4% | +55.0% | +16.3% |
| 1Y | +18.3% | -50.6% | +68.9% | +19.6% |
| All | +84.8% | +124.7% | -39.9% | +75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling