+617.6%
PLTR vs XLE
+169.4%
+448.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.5% |
| 7D | +4.7% | +5.4% | -0.7% | +2.5% |
| 30D | -16.4% | -3.9% | -12.5% | -15.1% |
| 3M | -6.2% | +7.0% | -13.2% | -9.2% |
| 6M | +29.2% | +14.2% | +15.0% | +20.6% |
| YTD | -5.5% | +48.2% | -53.7% | -23.1% |
| 1Y | -2.4% | +47.7% | -50.1% | -20.6% |
| 3Y | +752.3% | +70.0% | +682.3% | +543.9% |
| All | +617.6% | +169.4% | +448.2% | +354.0% |
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