+547.4%
PLTR vs XLY
+28.1%
+519.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.5% |
| 7D | -4.1% | -1.7% | -2.4% | -1.5% |
| 30D | -2.2% | -4.2% | +2.0% | +4.4% |
| 3M | +27.6% | -2.7% | +30.3% | +32.4% |
| 6M | +10.3% | -0.6% | +10.9% | +9.3% |
| YTD | -5.9% | -5.0% | -0.9% | -0.2% |
| 1Y | +1.7% | -4.1% | +5.8% | +6.7% |
| 3Y | +959.1% | +33.6% | +925.5% | +564.9% |
| All | +547.4% | +28.1% | +519.3% | +327.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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