+1,735.1%
PLTR vs XEL
+31.3%
+1,703.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.6% |
| 7D | -6.4% | -1.0% | -5.5% | -6.5% |
| 30D | +10.0% | -1.9% | +12.0% | +9.8% |
| 3M | +23.0% | -1.9% | +24.9% | +22.8% |
| 6M | +13.8% | -7.4% | +21.2% | +13.3% |
| YTD | -1.9% | +4.1% | -6.0% | -1.7% |
| 1Y | +11.6% | +8.0% | +3.6% | +12.1% |
| 3Y | +1,048.4% | +48.4% | +1,000.0% | +1,084.4% |
| 5Y | +554.4% | +27.2% | +527.2% | +580.5% |
| All | +1,735.1% | +31.3% | +1,703.7% | +1,793.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling