+61.2%
XOM vs PLTU
+121.9%
-60.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +0.5% |
| 7D | +2.8% | +9.0% | -6.2% | +2.8% |
| 30D | -3.6% | -33.0% | +29.4% | -3.6% |
| 3M | +8.2% | -19.0% | +27.2% | +8.2% |
| 6M | +14.0% | +30.4% | -16.4% | +13.6% |
| YTD | +44.6% | -40.2% | +84.8% | +45.1% |
| 1Y | +47.8% | -37.8% | +85.6% | +47.9% |
| All | +61.2% | +121.9% | -60.7% | +51.2% |
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