+48.2%
XOP vs PLTD
-77.2%
+125.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +1.0% | -0.9% | +1.9% | +0.9% |
| 30D | +10.8% | +1.3% | +9.5% | +11.1% |
| 3M | +19.5% | -32.9% | +52.3% | +16.2% |
| 6M | +21.6% | -24.9% | +46.5% | +20.6% |
| YTD | +55.8% | -18.2% | +74.1% | +56.8% |
| 1Y | +54.6% | -28.7% | +83.4% | +52.8% |
| All | +48.2% | -77.2% | +125.4% | +26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling