+45.9%
OXY vs PLTD
-16.1%
+62.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.4% | -7.5% | -5.2% |
| 7D | -8.8% | +14.4% | -23.2% | -9.2% |
| 30D | -1.7% | +8.6% | -10.3% | -2.0% |
| 3M | +4.5% | -9.2% | +13.8% | +4.8% |
| 6M | -4.0% | -29.5% | +25.5% | -2.6% |
| YTD | +41.4% | -20.2% | +61.6% | +39.2% |
| 1Y | +45.9% | -16.5% | +62.4% | +43.6% |
| All | +45.9% | -16.1% | +62.0% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling