+1,668.3%
PLTR vs XEL
+42.7%
+1,625.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +4.7% | +2.4% | +2.3% | +5.0% |
| 30D | -16.4% | +8.3% | -24.7% | -15.6% |
| 3M | -6.2% | +4.2% | -10.3% | -5.6% |
| 6M | +29.2% | +3.7% | +25.4% | +30.0% |
| YTD | -5.5% | +13.1% | -18.5% | -4.3% |
| 1Y | -2.4% | +5.0% | -7.4% | -1.6% |
| 3Y | +752.3% | +55.0% | +697.4% | +785.9% |
| 5Y | +635.8% | +51.8% | +584.0% | +704.6% |
| All | +1,668.3% | +42.7% | +1,625.6% | +1,742.8% |
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