+135.5%
PLTU vs COO
-30.0%
+165.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.5% | -7.5% | -8.6% |
| 7D | -13.6% | -2.2% | -11.4% | -13.0% |
| 30D | +16.7% | -7.0% | +23.7% | +19.0% |
| 3M | +29.6% | +12.2% | +17.4% | +25.7% |
| 6M | -0.1% | -15.1% | +15.0% | +5.0% |
| YTD | -31.5% | -15.1% | -16.4% | -28.0% |
| 1Y | -19.7% | +2.3% | -22.1% | -20.8% |
| All | +135.5% | -30.0% | +165.5% | +134.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling