+51.4%
XLE vs PLTU
+142.1%
-90.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.7% | +5.8% | +1.2% |
| 7D | 0.0% | -11.6% | +11.6% | +0.3% |
| 30D | +12.6% | -4.6% | +17.3% | +12.6% |
| 3M | +11.8% | +33.7% | -21.9% | +10.3% |
| 6M | +16.1% | -9.4% | +25.5% | +15.5% |
| YTD | +46.9% | -34.7% | +81.6% | +47.5% |
| 1Y | +53.3% | -23.2% | +76.5% | +51.0% |
| All | +51.4% | +142.1% | -90.8% | +33.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling