+565.8%
PLTR vs XME
+179.6%
+386.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -3.1% |
| 7D | -5.3% | +3.6% | -9.0% | -8.0% |
| 30D | -1.0% | +3.6% | -4.6% | -4.0% |
| 3M | +24.8% | +1.2% | +23.6% | +22.6% |
| 6M | +8.4% | +9.0% | -0.7% | -1.0% |
| YTD | -4.2% | +15.9% | -20.1% | -17.0% |
| 1Y | +9.1% | +43.2% | -34.1% | -20.7% |
| 3Y | +1,025.6% | +137.4% | +888.2% | +443.0% |
| 5Y | +565.8% | +185.0% | +380.7% | +187.2% |
| All | +565.8% | +179.6% | +386.1% | +187.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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