+1,025.6%
PLTR vs XOP
+36.7%
+988.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.1% |
| 7D | -5.3% | +0.6% | -6.0% | -5.6% |
| 30D | -1.0% | +16.5% | -17.5% | -7.8% |
| 3M | +24.8% | +15.7% | +9.1% | +15.5% |
| 6M | +8.4% | +19.2% | -10.8% | -2.7% |
| YTD | -4.2% | +55.0% | -59.1% | -27.1% |
| 1Y | +9.1% | +54.2% | -45.1% | -17.5% |
| 3Y | +1,025.6% | +35.9% | +989.7% | +756.7% |
| All | +1,025.6% | +36.7% | +988.9% | +756.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling