-12.6%
PLTR vs XLP
+22.1%
-34.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +6.0% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -19.1% | +8.9% | -28.0% | -15.2% |
| 3M | -1.6% | +7.5% | -9.1% | +2.2% |
| 6M | +22.8% | +9.4% | +13.4% | +29.8% |
| YTD | -4.8% | +19.3% | -24.1% | +7.0% |
| All | -12.6% | +22.1% | -34.7% | -0.7% |
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