+565.8%
PLTR vs XLB
+35.6%
+530.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.4% | -1.2% |
| 7D | -5.3% | -0.2% | -5.1% | -5.2% |
| 30D | -1.0% | -1.7% | +0.7% | +0.9% |
| 3M | +24.8% | +4.4% | +20.4% | +17.7% |
| 6M | +8.4% | +5.0% | +3.3% | -0.1% |
| YTD | -4.2% | +15.5% | -19.7% | -22.9% |
| 1Y | +9.1% | +14.9% | -5.8% | -12.2% |
| 3Y | +1,025.6% | +34.5% | +991.0% | +623.4% |
| 5Y | +565.8% | +36.5% | +529.2% | +352.7% |
| All | +565.8% | +35.6% | +530.1% | +352.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling