+649.9%
PLTR vs XYL
-23.5%
+673.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +3.5% |
| 7D | +0.4% | -5.9% | +6.3% | +5.1% |
| 30D | -17.5% | -7.3% | -10.2% | -14.8% |
| 3M | -1.5% | -22.5% | +21.0% | +18.0% |
| 6M | +25.9% | -14.4% | +40.4% | +37.0% |
| YTD | -3.0% | -29.4% | +26.4% | +22.1% |
| 1Y | -9.7% | -35.6% | +25.9% | +24.4% |
| 3Y | +776.5% | +0.3% | +776.2% | +682.7% |
| 5Y | +649.9% | -22.3% | +672.2% | +622.4% |
| All | +649.9% | -23.5% | +673.4% | +622.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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