+23.3%
KO vs PLUG
-67.2%
+90.5%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.2% | +9.1% | -0.9% |
| 7D | +1.8% | -8.5% | +10.3% | +1.1% |
| 30D | +8.1% | -20.8% | +29.0% | +6.2% |
| 3M | +13.0% | -46.1% | +59.1% | +7.7% |
| 6M | +23.3% | -65.3% | +88.6% | +14.8% |
| All | +23.3% | -67.2% | +90.5% | +14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling