+1,735.1%
PLTR vs XLB
+85.5%
+1,649.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.1% |
| 7D | -6.4% | -1.4% | -5.0% | -5.2% |
| 30D | +10.0% | -0.4% | +10.4% | +10.4% |
| 3M | +23.0% | +2.0% | +21.1% | +20.0% |
| 6M | +13.8% | +1.8% | +12.0% | +9.8% |
| YTD | -1.9% | +16.6% | -18.5% | -19.0% |
| 1Y | +11.6% | +16.9% | -5.3% | -8.6% |
| 3Y | +1,048.4% | +32.6% | +1,015.9% | +718.8% |
| 5Y | +554.4% | +35.6% | +518.7% | +371.8% |
| All | +1,735.1% | +85.5% | +1,649.6% | +1,179.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling