+32.9%
XOP vs PLTD
-77.7%
+110.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.5% | +5.7% | -0.3% |
| 7D | -10.0% | +4.2% | -14.3% | -9.6% |
| 30D | -9.1% | +20.8% | -29.9% | -7.5% |
| 3M | +5.1% | -2.6% | +7.6% | +5.1% |
| 6M | +6.4% | -33.1% | +39.5% | +3.8% |
| YTD | +39.7% | -20.0% | +59.8% | +40.5% |
| 1Y | +37.2% | -21.6% | +58.9% | +37.9% |
| All | +32.9% | -77.7% | +110.6% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling