+44.9%
XLE vs PLTU
+103.5%
-58.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.1% | -7.1% | -0.2% |
| 7D | -12.0% | -25.3% | +13.3% | -11.4% |
| 30D | -2.7% | -34.5% | +31.7% | -1.9% |
| 3M | +6.6% | -3.4% | +9.9% | +6.2% |
| 6M | +9.5% | +12.4% | -2.9% | +7.9% |
| YTD | +40.6% | -45.1% | +85.7% | +41.4% |
| 1Y | +43.6% | -45.7% | +89.3% | +44.0% |
| All | +44.9% | +103.5% | -58.6% | +27.9% |
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