+122.7%
PLTU vs CLBK
+44.1%
+78.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | +0.1% |
| 7D | -0.8% | -1.5% | +0.7% | +0.3% |
| 30D | -8.8% | +6.7% | -15.5% | -13.1% |
| 3M | +41.7% | +21.2% | +20.5% | +23.4% |
| 6M | -9.3% | +42.0% | -51.3% | -30.0% |
| YTD | -35.2% | +63.3% | -98.5% | -56.7% |
| 1Y | -29.5% | +65.4% | -94.9% | -53.8% |
| All | +122.7% | +44.1% | +78.6% | +76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling