+46.1%
XOP vs PLTU
+142.1%
-96.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.7% | +6.4% | +1.9% |
| 7D | +0.6% | -11.6% | +12.2% | +1.1% |
| 30D | +16.5% | -4.6% | +21.1% | +16.5% |
| 3M | +15.7% | +33.7% | -18.0% | +13.0% |
| 6M | +19.2% | -9.4% | +28.6% | +18.1% |
| YTD | +55.0% | -34.7% | +89.7% | +55.7% |
| 1Y | +54.2% | -23.2% | +77.4% | +50.6% |
| All | +46.1% | +142.1% | -96.0% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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