+11.6%
PLTR vs XLE
+49.3%
-37.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.6% |
| 7D | -6.4% | +2.2% | -8.6% | -6.2% |
| 30D | +10.0% | +11.8% | -1.7% | +11.3% |
| 3M | +23.0% | +9.8% | +13.2% | +24.4% |
| 6M | +13.8% | +15.6% | -1.8% | +14.8% |
| YTD | -1.9% | +45.3% | -47.2% | -1.4% |
| 1Y | +11.6% | +48.3% | -36.7% | +11.7% |
| All | +11.6% | +49.3% | -37.6% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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