+47.3%
XOP vs PLTD
-77.3%
+124.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +1.9% |
| 7D | +0.6% | +4.5% | -3.9% | +1.1% |
| 30D | +16.5% | -0.7% | +17.3% | +16.6% |
| 3M | +15.7% | -31.0% | +46.8% | +13.0% |
| 6M | +19.2% | -24.8% | +44.0% | +18.3% |
| YTD | +55.0% | -18.6% | +73.5% | +55.9% |
| 1Y | +54.2% | -31.8% | +86.0% | +51.2% |
| All | +47.3% | -77.3% | +124.7% | +25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling