+17.1%
XLP vs PLTU
+124.7%
-107.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | +2.3% | -9.2% | +11.6% | +2.3% |
| 30D | +9.1% | -37.3% | +46.4% | +8.9% |
| 3M | +7.9% | -14.7% | +22.5% | +7.8% |
| 6M | +9.6% | +17.3% | -7.7% | +9.6% |
| YTD | +19.4% | -39.4% | +58.9% | +19.6% |
| 1Y | +22.4% | -50.6% | +72.9% | +22.6% |
| All | +17.1% | +124.7% | -107.6% | +13.8% |
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 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