+50.7%
XOM vs PLTU
+154.0%
-103.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -1.7% |
| 7D | +1.8% | -13.6% | +15.3% | +1.8% |
| 30D | +5.9% | +16.7% | -10.8% | +5.7% |
| 3M | +5.6% | +29.6% | -24.0% | +5.4% |
| 6M | +7.9% | -0.1% | +8.0% | +7.9% |
| YTD | +35.2% | -31.5% | +66.7% | +35.6% |
| 1Y | +46.0% | -19.7% | +65.7% | +45.2% |
| All | +50.7% | +154.0% | -103.3% | +41.4% |
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