+1,681.1%
PLTR vs XLE
+411.6%
+1,269.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.3% |
| 7D | -5.1% | -7.9% | +2.8% | -2.3% |
| 30D | -19.1% | -4.8% | -14.2% | -17.8% |
| 3M | -1.6% | +8.4% | -10.0% | -4.7% |
| 6M | +22.8% | +12.7% | +10.1% | +16.5% |
| YTD | -4.8% | +41.3% | -46.1% | -17.8% |
| 1Y | -4.9% | +42.3% | -47.2% | -18.2% |
| 3Y | +826.1% | +65.1% | +761.0% | +653.6% |
| 5Y | +597.7% | +150.2% | +447.5% | +419.3% |
| All | +1,681.1% | +411.6% | +1,269.5% | +1,052.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling