+973.7%
PLTR vs XEL
+47.8%
+925.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.6% |
| 7D | 0.0% | +0.9% | -0.9% | +0.2% |
| 30D | -3.3% | -0.9% | -2.4% | -3.4% |
| 3M | +28.4% | -1.4% | +29.8% | +28.1% |
| 6M | +8.4% | -5.8% | +14.2% | +7.7% |
| YTD | -4.6% | +4.7% | -9.3% | -4.2% |
| 1Y | +4.4% | +9.1% | -4.6% | +5.3% |
| All | +973.7% | +47.8% | +925.8% | +1,037.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling