+46.8%
XLE vs PLTD
-77.7%
+124.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | +0.2% |
| 7D | -7.9% | +4.2% | -12.1% | -7.7% |
| 30D | -4.8% | +20.8% | -25.7% | -3.9% |
| 3M | +8.4% | -2.6% | +10.9% | +8.3% |
| 6M | +12.7% | -33.1% | +45.8% | +11.0% |
| YTD | +41.3% | -20.0% | +61.3% | +42.0% |
| 1Y | +42.3% | -21.6% | +63.9% | +42.9% |
| All | +46.8% | -77.7% | +124.5% | +30.0% |
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