+9.0%
XLC vs PLTD
-77.5%
+86.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +1.3% |
| 7D | +3.7% | -4.8% | +8.5% | +3.2% |
| 30D | -1.9% | +16.9% | -18.8% | 0.0% |
| 3M | -3.1% | +2.6% | -5.7% | -2.5% |
| 6M | -6.4% | -36.2% | +29.9% | -9.9% |
| YTD | -6.8% | -19.4% | +12.6% | -6.7% |
| 1Y | -1.7% | -22.5% | +20.8% | -1.9% |
| All | +9.0% | -77.5% | +86.5% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling