+116.3%
PLTU vs CNI
+19.3%
+97.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.0% |
| 7D | -8.1% | -0.4% | -7.8% | -7.9% |
| 30D | -7.0% | -2.7% | -4.3% | -5.2% |
| 3M | +40.0% | +3.9% | +36.1% | +37.1% |
| 6M | -6.0% | +16.4% | -22.3% | -16.8% |
| YTD | -37.1% | +25.8% | -62.9% | -49.9% |
| 1Y | -33.1% | +32.4% | -65.5% | -51.0% |
| All | +116.3% | +19.3% | +97.1% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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