+617.6%
PLTR vs XLU
+52.9%
+564.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.3% |
| 7D | +4.7% | +2.1% | +2.6% | +3.9% |
| 30D | -16.4% | +5.6% | -22.0% | -18.4% |
| 3M | -6.2% | +0.7% | -6.9% | -6.6% |
| 6M | +29.2% | -0.1% | +29.2% | +28.2% |
| YTD | -5.5% | +5.3% | -10.8% | -9.8% |
| 1Y | -2.4% | +2.2% | -4.6% | -5.1% |
| 3Y | +752.3% | +61.6% | +690.7% | +539.9% |
| All | +617.6% | +52.9% | +564.7% | +467.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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