+51.4%
CVX vs PLTU
+121.9%
-70.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.9% | +1.7% |
| 7D | +3.4% | +9.0% | -5.6% | +3.3% |
| 30D | -1.0% | -33.0% | +32.0% | -0.5% |
| 3M | +12.2% | -19.0% | +31.2% | +12.3% |
| 6M | +20.3% | +30.4% | -10.1% | +18.8% |
| YTD | +48.3% | -40.2% | +88.5% | +49.0% |
| 1Y | +46.9% | -37.8% | +84.7% | +47.0% |
| All | +51.4% | +121.9% | -70.5% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling