+11.6%
XLC vs PLTU
+142.1%
-130.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | -0.2% |
| 7D | +0.6% | -11.6% | +12.2% | +1.2% |
| 30D | +0.2% | -4.6% | +4.9% | +0.3% |
| 3M | +0.6% | +33.7% | -33.1% | -2.6% |
| 6M | -4.5% | -9.4% | +4.9% | -6.1% |
| YTD | -4.7% | -34.7% | +30.0% | -4.8% |
| 1Y | -1.7% | -23.2% | +21.6% | -4.1% |
| All | +11.6% | +142.1% | -130.5% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling