+10.8%
RCL vs PLTU
+154.0%
-143.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +8.9% | +0.6% |
| 7D | -5.1% | -13.6% | +8.5% | -4.1% |
| 30D | -19.0% | +16.7% | -35.7% | -20.5% |
| 3M | -9.6% | +29.6% | -39.1% | -13.5% |
| 6M | -6.7% | -0.1% | -6.6% | -9.6% |
| YTD | -3.9% | -31.5% | +27.6% | -3.9% |
| 1Y | -25.1% | -19.7% | -5.4% | -28.1% |
| All | +10.8% | +154.0% | -143.2% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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