-51.2%
LULU vs PLUG
+45.6%
-96.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +2.8% | -20.2% | -17.4% |
| 7D | -16.7% | -0.9% | -15.8% | -16.7% |
| 30D | -18.5% | +3.3% | -21.9% | -18.7% |
| 3M | -19.5% | -39.7% | +20.3% | -18.1% |
| 6M | -41.9% | -12.5% | -29.4% | -42.2% |
| YTD | -51.6% | +10.2% | -61.7% | -52.3% |
| 1Y | -51.2% | +50.7% | -101.9% | -54.0% |
| All | -51.2% | +45.6% | -96.8% | -54.0% |
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