+31.2%
OXY vs PLTD
-77.2%
+108.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | +0.6% | -0.9% | +1.6% | +0.6% |
| 30D | +4.5% | +1.3% | +3.2% | +4.7% |
| 3M | +8.9% | -32.9% | +41.8% | +7.2% |
| 6M | +12.5% | -24.9% | +37.3% | +12.1% |
| YTD | +50.5% | -18.2% | +68.7% | +51.4% |
| 1Y | +38.6% | -28.7% | +67.3% | +37.6% |
| All | +31.2% | -77.2% | +108.4% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling