+1,668.3%
PLTR vs XOP
+399.3%
+1,269.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.4% |
| 7D | +4.7% | +6.3% | -1.6% | +2.3% |
| 30D | -16.4% | -6.6% | -9.8% | -14.4% |
| 3M | -6.2% | +3.6% | -9.7% | -7.9% |
| 6M | +29.2% | +10.8% | +18.4% | +22.4% |
| YTD | -5.5% | +48.3% | -53.8% | -21.8% |
| 1Y | -2.4% | +42.9% | -45.3% | -18.1% |
| 3Y | +752.3% | +43.3% | +709.0% | +603.9% |
| 5Y | +635.8% | +94.0% | +541.9% | +440.7% |
| All | +1,668.3% | +399.3% | +1,269.0% | +923.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling