+1,684.5%
PLTR vs XOP
+424.8%
+1,259.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.0% | -0.7% |
| 7D | 0.0% | +1.0% | -0.9% | -0.4% |
| 30D | -3.3% | +10.8% | -14.1% | -7.1% |
| 3M | +28.4% | +19.5% | +8.9% | +18.7% |
| 6M | +8.4% | +21.6% | -13.2% | -1.4% |
| YTD | -4.6% | +55.8% | -60.5% | -22.3% |
| 1Y | +4.4% | +54.6% | -50.2% | -15.0% |
| 3Y | +1,020.5% | +36.6% | +983.9% | +846.0% |
| 5Y | +548.8% | +160.6% | +388.1% | +338.7% |
| All | +1,684.5% | +424.8% | +1,259.7% | +918.1% |
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