+42.9%
XOP vs PLTD
-18.9%
+61.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.2% | +0.9% |
| 7D | +6.3% | -4.8% | +11.1% | +6.4% |
| 30D | -6.6% | +16.9% | -23.4% | -6.9% |
| 3M | +3.6% | +2.6% | +0.9% | +3.4% |
| 6M | +10.8% | -36.2% | +47.0% | +11.8% |
| YTD | +48.3% | -19.4% | +67.7% | +44.9% |
| 1Y | +42.9% | -22.5% | +65.5% | +36.8% |
| All | +42.9% | -18.9% | +61.8% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling