-8.4%
PLTR vs XLP
+22.3%
-30.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +2.8% |
| 7D | -12.9% | +0.7% | -13.6% | -12.4% |
| 30D | -17.4% | +10.3% | -27.6% | -13.1% |
| 3M | +2.9% | +6.5% | -3.7% | +6.5% |
| 6M | +19.9% | +8.4% | +11.5% | +26.2% |
| YTD | -9.8% | +18.2% | -28.0% | +1.6% |
| 1Y | -8.4% | +22.4% | -30.8% | +6.0% |
| All | -8.4% | +22.3% | -30.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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