-2.8%
XLC vs PLTD
-31.0%
+28.2%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-09 to 2026-09-09.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -1.4% | -0.9% | -0.5% | -1.4% |
| 30D | -0.9% | +1.3% | -2.2% | -0.7% |
| 3M | -0.3% | -32.9% | +32.5% | -2.6% |
| 6M | -5.2% | -24.9% | +19.7% | -6.2% |
| YTD | -5.3% | -18.2% | +12.9% | -5.2% |
| 1Y | -2.8% | -28.7% | +25.9% | -2.5% |
| All | -2.8% | -31.0% | +28.2% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 2025-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PLTD 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…
2025-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling