+171.7%
EOG vs PLUG
-91.8%
+263.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.4% | -0.6% |
| 7D | +1.3% | -0.9% | +2.2% | +1.3% |
| 30D | +8.2% | +3.3% | +4.8% | +8.0% |
| 3M | +3.8% | -39.7% | +43.5% | +5.7% |
| 6M | +15.3% | -12.5% | +27.8% | +15.1% |
| YTD | +41.7% | +10.2% | +31.6% | +39.5% |
| 1Y | +23.6% | +50.7% | -27.1% | +18.6% |
| 3Y | +23.3% | -74.5% | +97.8% | +24.7% |
| All | +171.7% | -91.8% | +263.5% | +194.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling