+40.5%
CVX vs PLUG
-46.5%
+87.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.7% | +8.9% | -0.1% |
| 7D | -6.2% | -2.8% | -3.4% | -6.3% |
| 30D | -0.4% | -18.5% | +18.1% | -0.9% |
| 3M | +9.3% | -35.1% | +44.4% | +8.0% |
| 6M | +18.4% | -56.1% | +74.5% | +16.1% |
| YTD | +42.5% | -30.5% | +72.9% | +40.4% |
| All | +40.5% | -46.5% | +87.0% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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