+109.6%
PLTU vs COO
-35.7%
+145.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.5% | +8.6% | +10.5% |
| 7D | -11.7% | +4.3% | -16.0% | -12.6% |
| 30D | -36.9% | +17.6% | -54.5% | -39.6% |
| 3M | -10.9% | -13.9% | +2.9% | -7.3% |
| 6M | +18.0% | +6.6% | +11.4% | +15.8% |
| YTD | -39.0% | -22.0% | -17.0% | -34.5% |
| 1Y | -41.5% | -8.8% | -32.7% | -40.1% |
| All | +109.6% | -35.7% | +145.3% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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