+49.9%
XLE vs PLTU
-47.9%
+97.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.5% | -0.3% | -4.8% |
| 7D | -7.2% | -24.5% | +17.3% | -7.6% |
| 30D | +0.1% | -20.2% | +20.3% | -0.2% |
| 3M | +9.2% | +3.1% | +6.1% | +9.4% |
| 6M | +8.4% | +8.7% | -0.4% | +9.3% |
| YTD | +44.9% | -36.2% | +81.1% | +44.0% |
| 1Y | +49.9% | -47.1% | +97.0% | +49.2% |
| All | +49.9% | -47.9% | +97.8% | +49.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling