+7.6%
XLC vs PLTD
-77.7%
+85.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.5% | +7.9% | +1.8% |
| 7D | +7.1% | +4.2% | +2.8% | +7.7% |
| 30D | -2.7% | +20.8% | -23.6% | -0.4% |
| 3M | -3.2% | -2.6% | -0.6% | -3.1% |
| 6M | -7.7% | -33.1% | +25.4% | -10.5% |
| YTD | -8.0% | -20.0% | +12.1% | -7.9% |
| 1Y | -3.1% | -21.6% | +18.6% | -3.0% |
| All | +7.6% | -77.7% | +85.3% | -9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling