+41.6%
XLE vs PLTU
-45.6%
+87.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -6.7% | -9.2% | +2.5% | -6.8% |
| 30D | -4.4% | -37.3% | +32.9% | -5.0% |
| 3M | +4.0% | -14.7% | +18.7% | +3.9% |
| 6M | +13.2% | +17.3% | -4.1% | +14.1% |
| YTD | +41.9% | -39.4% | +81.3% | +40.1% |
| 1Y | +41.6% | -50.6% | +92.2% | +40.4% |
| All | +41.6% | -45.6% | +87.3% | +40.4% |
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 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