+1,735.1%
PLTR vs XLE
+426.0%
+1,309.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.2% |
| 7D | -6.4% | +2.2% | -8.6% | -7.2% |
| 30D | +10.0% | +11.8% | -1.7% | +5.6% |
| 3M | +23.0% | +9.8% | +13.2% | +18.5% |
| 6M | +13.8% | +15.6% | -1.8% | +7.0% |
| YTD | -1.9% | +45.3% | -47.2% | -15.9% |
| 1Y | +11.6% | +48.3% | -36.7% | -5.3% |
| 3Y | +1,048.4% | +55.4% | +993.0% | +853.3% |
| 5Y | +554.4% | +216.1% | +338.3% | +367.6% |
| All | +1,735.1% | +426.0% | +1,309.1% | +1,078.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling