-47.1%
PLTU vs CAI
+12.6%
-59.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -5.0% |
| 7D | -24.5% | -6.3% | -18.2% | -22.0% |
| 30D | -20.2% | +9.3% | -29.5% | -23.5% |
| 3M | +3.1% | +106.3% | -103.3% | -29.2% |
| 6M | +8.7% | +77.7% | -69.0% | -22.1% |
| YTD | -36.2% | +23.1% | -59.4% | -41.9% |
| 1Y | -47.1% | +6.5% | -53.7% | -46.5% |
| All | -47.1% | +12.6% | -59.7% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 1y: compounded portfolio wealth divided by compounded CAI 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…
1y analysis · Full analysis span regression · 6 months rolling