+1,692.6%
PLTR vs XOM
+492.8%
+1,199.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.1% | -2.5% |
| 7D | -5.3% | -2.4% | -3.0% | -4.9% |
| 30D | -1.0% | +5.7% | -6.7% | -2.2% |
| 3M | +24.8% | +6.6% | +18.2% | +22.8% |
| 6M | +8.4% | +7.7% | +0.7% | +6.0% |
| YTD | -4.2% | +36.2% | -40.4% | -11.7% |
| 1Y | +9.1% | +50.5% | -41.4% | -2.1% |
| 3Y | +1,025.6% | +53.4% | +972.2% | +894.1% |
| 5Y | +565.8% | +254.2% | +311.6% | +409.8% |
| All | +1,692.6% | +492.8% | +1,199.8% | +1,097.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 all: compounded portfolio wealth divided by compounded XOM 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…
all analysis · Full analysis span regression · 6 months rolling