+51.6%
XLE vs PLTD
-33.8%
+85.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.6% | -5.5% | -0.9% |
| 7D | +2.2% | +5.9% | -3.7% | +2.1% |
| 30D | +11.8% | -11.6% | +23.4% | +12.0% |
| 3M | +9.8% | -29.9% | +39.8% | +10.6% |
| 6M | +15.6% | -28.5% | +44.1% | +16.5% |
| YTD | +45.3% | -20.4% | +65.7% | +45.4% |
| All | +51.6% | -33.8% | +85.4% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling