+31.4%
OXY vs PLTU
+133.3%
-101.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | +2.8% | -8.1% | +11.0% | +3.1% |
| 30D | +5.5% | -7.0% | +12.5% | +5.5% |
| 3M | +11.3% | +40.0% | -28.7% | +9.6% |
| 6M | +11.6% | -6.0% | +17.6% | +10.9% |
| YTD | +51.6% | -37.1% | +88.6% | +52.5% |
| 1Y | +36.2% | -33.1% | +69.4% | +35.1% |
| All | +31.4% | +133.3% | -101.9% | +15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling