+15.5%
XLP vs PLTD
-76.4%
+92.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.2% |
| 7D | +0.7% | +13.7% | -13.0% | +0.6% |
| 30D | +10.3% | +18.4% | -8.2% | +10.0% |
| 3M | +6.5% | -7.5% | +14.0% | +6.4% |
| 6M | +8.4% | -31.3% | +39.7% | +8.4% |
| YTD | +18.2% | -15.4% | +33.6% | +18.2% |
| 1Y | +22.4% | -18.4% | +40.8% | +22.4% |
| All | +15.5% | -76.4% | +92.0% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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