+1,645.9%
PLTR vs XEL
+30.8%
+1,615.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -2.3% |
| 7D | -9.1% | -1.2% | -7.9% | -9.2% |
| 30D | -5.2% | -2.9% | -2.3% | -5.5% |
| 3M | +27.4% | -2.7% | +30.1% | +27.1% |
| 6M | +9.7% | -6.5% | +16.3% | +9.3% |
| YTD | -6.7% | +3.6% | -10.3% | -6.5% |
| 1Y | -0.5% | +7.5% | -8.0% | -0.1% |
| 3Y | +996.2% | +46.3% | +949.9% | +1,029.8% |
| 5Y | +531.1% | +30.5% | +500.6% | +564.4% |
| All | +1,645.9% | +30.8% | +1,615.1% | +1,700.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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