-36.0%
PLTU vs CLBK
+66.6%
-102.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.5% |
| 7D | -17.7% | -1.4% | -16.4% | -17.5% |
| 30D | -12.5% | +4.5% | -17.0% | -13.3% |
| 3M | +39.5% | +22.8% | +16.7% | +33.8% |
| 6M | -7.0% | +43.4% | -50.4% | -12.8% |
| YTD | -38.1% | +64.1% | -102.2% | -44.0% |
| 1Y | -36.0% | +67.6% | -103.6% | -43.0% |
| All | -36.0% | +66.6% | -102.6% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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