+11.6%
PLTR vs STX
+382.7%
-371.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.3% | -10.8% | -4.9% |
| 7D | -6.4% | +2.4% | -8.8% | -6.6% |
| 30D | +10.0% | +1.4% | +8.6% | +9.6% |
| 3M | +23.0% | -8.2% | +31.2% | +22.4% |
| 6M | +13.8% | +127.0% | -113.2% | -3.8% |
| YTD | -1.9% | +209.1% | -211.1% | -24.2% |
| 1Y | +11.6% | +365.4% | -353.8% | -16.2% |
| All | +11.6% | +382.7% | -371.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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