+565.8%
PLTR vs RIG
+52.4%
+513.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.0% |
| 7D | -5.3% | -2.7% | -2.6% | -4.9% |
| 30D | -1.0% | +9.5% | -10.5% | -3.3% |
| 3M | +24.8% | -6.6% | +31.4% | +26.0% |
| 6M | +8.4% | -2.9% | +11.2% | +7.7% |
| YTD | -4.2% | +39.5% | -43.7% | -13.4% |
| 1Y | +9.1% | +82.3% | -73.2% | -8.3% |
| 3Y | +1,025.6% | -29.6% | +1,055.2% | +1,016.3% |
| 5Y | +565.8% | +63.2% | +502.6% | +396.7% |
| All | +565.8% | +52.4% | +513.4% | +396.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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