+50.2%
XLE vs PLTD
-78.1%
+128.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +1.8% |
| 7D | -0.2% | -1.6% | +1.3% | -0.3% |
| 30D | -4.0% | +18.5% | -22.5% | -3.2% |
| 3M | +4.6% | -2.4% | +7.1% | +4.6% |
| 6M | +12.3% | -34.6% | +46.9% | +10.5% |
| YTD | +44.5% | -21.4% | +66.0% | +45.1% |
| 1Y | +42.4% | -16.8% | +59.2% | +44.0% |
| All | +50.2% | -78.1% | +128.3% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling