+52.7%
XLE vs PLTU
+121.9%
-69.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.2% | +1.1% |
| 7D | +5.4% | +9.0% | -3.6% | +5.2% |
| 30D | -3.9% | -33.0% | +29.0% | -3.2% |
| 3M | +7.0% | -19.0% | +26.0% | +7.2% |
| 6M | +14.2% | +30.4% | -16.2% | +12.0% |
| YTD | +48.2% | -40.2% | +88.3% | +48.8% |
| 1Y | +47.7% | -37.8% | +85.5% | +47.5% |
| All | +52.7% | +121.9% | -69.2% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling