+124.5%
PLTU vs CRL
+41.5%
+83.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.7% | -2.0% | -3.6% |
| 7D | -11.6% | -0.6% | -11.0% | -11.4% |
| 30D | -4.6% | +5.0% | -9.6% | -6.6% |
| 3M | +33.7% | +50.6% | -16.9% | +9.5% |
| 6M | -9.4% | +60.9% | -70.3% | -28.6% |
| YTD | -34.7% | +40.7% | -75.5% | -45.4% |
| 1Y | -23.2% | +73.3% | -96.5% | -42.3% |
| All | +124.5% | +41.5% | +83.0% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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