+49.7%
XLE vs PLTU
+154.0%
-104.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.0% | +8.2% | -0.6% |
| 7D | +2.2% | -13.6% | +15.8% | +2.5% |
| 30D | +11.8% | +16.7% | -4.9% | +11.1% |
| 3M | +9.8% | +29.6% | -19.7% | +8.5% |
| 6M | +15.6% | -0.1% | +15.7% | +14.6% |
| YTD | +45.3% | -31.5% | +76.8% | +45.7% |
| 1Y | +48.3% | -19.7% | +68.0% | +46.0% |
| All | +49.7% | +154.0% | -104.3% | +31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling