+1,161.3%
CVX vs PLUG
-99.1%
+1,260.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.0% | +9.2% | +0.7% |
| 7D | -6.2% | -3.2% | -3.0% | -6.1% |
| 30D | -0.4% | -18.7% | +18.4% | +0.7% |
| 3M | +9.3% | -35.3% | +44.6% | +11.8% |
| 6M | +18.4% | -56.2% | +74.6% | +23.2% |
| YTD | +42.5% | -30.7% | +73.2% | +42.9% |
| 1Y | +41.0% | -46.7% | +87.7% | +43.3% |
| 3Y | +67.5% | -61.3% | +128.8% | +61.8% |
| 5Y | +126.1% | -96.6% | +222.7% | +144.4% |
| 10Y | +198.8% | +1.1% | +197.7% | +138.1% |
| All | +1,161.3% | -99.1% | +1,260.4% | +774.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling