-9.7%
PLTR vs XOP
+39.3%
-49.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +2.2% |
| 7D | +0.4% | +0.5% | -0.1% | +0.4% |
| 30D | -17.5% | -7.3% | -10.2% | -17.8% |
| 3M | -1.5% | +1.4% | -2.8% | -1.3% |
| 6M | +25.9% | +7.8% | +18.2% | +26.2% |
| YTD | -3.0% | +44.5% | -47.5% | 0.0% |
| 1Y | -9.7% | +37.0% | -46.8% | -2.8% |
| All | -9.7% | +39.3% | -49.1% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling