+597.7%
PLTR vs XOP
+76.5%
+521.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | -5.1% | -10.0% | +4.9% | -0.6% |
| 30D | -19.1% | -9.1% | -10.0% | -15.9% |
| 3M | -1.6% | +5.1% | -6.7% | -4.5% |
| 6M | +22.8% | +6.4% | +16.4% | +17.3% |
| YTD | -4.8% | +39.7% | -44.5% | -21.9% |
| 1Y | -4.9% | +37.2% | -42.1% | -21.4% |
| 3Y | +826.1% | +37.6% | +788.5% | +646.8% |
| 5Y | +597.7% | +76.5% | +521.2% | +374.3% |
| All | +597.7% | +76.5% | +521.3% | +374.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling