+274.3%
LRCX vs PLUG
-96.4%
+370.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.4% | +7.0% | +9.8% |
| 7D | -2.7% | +14.5% | -17.3% | -4.8% |
| 30D | -30.6% | -10.7% | -19.9% | -29.1% |
| 3M | -28.8% | -31.2% | +2.3% | -24.1% |
| 6M | -24.6% | -51.9% | +27.3% | -15.2% |
| YTD | +29.7% | -23.9% | +53.5% | +33.1% |
| 1Y | +39.5% | -43.4% | +82.9% | +49.2% |
| 3Y | +248.9% | -74.7% | +323.6% | +259.8% |
| 5Y | +274.3% | -96.3% | +370.7% | +489.1% |
| All | +274.3% | -96.4% | +370.7% | +489.1% |
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 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