+765.0%
PLTR vs XLB
+39.6%
+725.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +4.1% |
| 7D | -12.9% | -1.5% | -11.4% | -11.7% |
| 30D | -17.4% | +6.1% | -23.4% | -21.5% |
| 3M | +2.9% | 0.0% | +2.8% | +2.6% |
| 6M | +19.9% | 0.0% | +19.9% | +19.1% |
| YTD | -9.8% | +16.0% | -25.8% | -25.2% |
| 1Y | -8.4% | +24.7% | -33.1% | -30.4% |
| 3Y | +765.0% | +40.4% | +724.7% | +398.1% |
| All | +765.0% | +39.6% | +725.4% | +398.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling