+499.6%
PLTR vs XLE
+150.1%
+349.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -12.9% | -12.0% | -0.9% | -8.1% |
| 30D | -17.4% | -2.7% | -14.6% | -16.6% |
| 3M | +2.9% | +6.6% | -3.7% | -0.5% |
| 6M | +19.9% | +9.5% | +10.3% | +13.7% |
| YTD | -9.8% | +40.6% | -50.3% | -25.1% |
| 1Y | -8.4% | +43.6% | -52.0% | -24.9% |
| 3Y | +765.0% | +58.1% | +707.0% | +571.5% |
| All | +499.6% | +150.1% | +349.5% | +277.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling