+11.6%
PLTR vs XLB
+17.4%
-5.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -6.4% | -1.4% | -5.0% | -6.1% |
| 30D | +10.0% | -0.4% | +10.4% | +10.1% |
| 3M | +23.0% | +2.0% | +21.1% | +22.6% |
| 6M | +13.8% | +1.8% | +12.0% | +13.2% |
| YTD | -1.9% | +16.6% | -18.5% | -6.5% |
| 1Y | +11.6% | +16.9% | -5.3% | +1.6% |
| All | +11.6% | +17.4% | -5.8% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1y: compounded portfolio wealth divided by compounded XLB 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…
1y analysis · Full analysis span regression · 6 months rolling