+765.0%
PLTR vs STX
+580.6%
+184.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.7% |
| 7D | -12.9% | -28.5% | +15.6% | -6.2% |
| 30D | -17.4% | -42.9% | +25.5% | -6.9% |
| 3M | +2.9% | -45.9% | +48.8% | +15.7% |
| 6M | +19.9% | -41.3% | +61.2% | +27.2% |
| YTD | -9.8% | +67.9% | -77.7% | -37.3% |
| 1Y | -8.4% | +66.5% | -74.9% | -36.2% |
| 3Y | +765.0% | +588.0% | +177.1% | +115.1% |
| All | +765.0% | +580.6% | +184.4% | +115.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling