+44.9%
XOP vs PLTD
-77.8%
+122.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.5% | -0.4% |
| 7D | +2.6% | +5.9% | -3.4% | +3.1% |
| 30D | +15.4% | -11.6% | +27.1% | +14.4% |
| 3M | +12.1% | -29.9% | +42.0% | +9.8% |
| 6M | +19.7% | -28.5% | +48.2% | +18.0% |
| YTD | +52.4% | -20.4% | +72.8% | +53.0% |
| 1Y | +47.6% | -33.3% | +80.8% | +44.5% |
| All | +44.9% | -77.8% | +122.7% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling