-5.8%
XLC vs PLTU
-47.9%
+42.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +3.6% |
| 7D | +1.8% | -24.5% | +26.3% | +2.8% |
| 30D | -6.0% | -20.2% | +14.2% | -5.3% |
| 3M | -6.0% | +3.1% | -9.1% | -6.5% |
| 6M | -9.1% | +8.7% | -17.8% | -10.6% |
| YTD | -10.0% | -36.2% | +26.2% | -9.8% |
| 1Y | -5.8% | -47.1% | +41.3% | -4.9% |
| All | -5.8% | -47.9% | +42.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling