+8.2%
XLC vs PLTU
+124.7%
-116.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +6.2% | -9.2% | +15.4% | +6.6% |
| 30D | -2.4% | -37.3% | +34.9% | -0.1% |
| 3M | -3.3% | -14.7% | +11.4% | -3.1% |
| 6M | -7.3% | +17.3% | -24.6% | -10.3% |
| YTD | -7.6% | -39.4% | +31.8% | -7.8% |
| 1Y | -3.7% | -50.6% | +46.9% | -2.7% |
| All | +8.2% | +124.7% | -116.5% | -9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling