+1,735.1%
PLTR vs COPX
+408.2%
+1,326.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.8% | -4.2% |
| 7D | -6.4% | -4.0% | -2.4% | -4.7% |
| 30D | +10.0% | +4.5% | +5.5% | +7.8% |
| 3M | +23.0% | +0.8% | +22.2% | +21.7% |
| 6M | +13.8% | +3.2% | +10.6% | +9.6% |
| YTD | -1.9% | +26.7% | -28.6% | -15.0% |
| 1Y | +11.6% | +85.7% | -74.0% | -19.9% |
| 3Y | +1,048.4% | +151.2% | +897.3% | +584.6% |
| 5Y | +554.4% | +170.0% | +384.4% | +280.8% |
| All | +1,735.1% | +408.2% | +1,326.9% | +1,198.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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