-75.6%
LULU vs PLUG
-73.7%
-2.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | -0.1% | -2.7% |
| 7D | -20.4% | 0.0% | -20.4% | -20.5% |
| 30D | -22.9% | -5.0% | -17.9% | -22.7% |
| 3M | -18.5% | -26.2% | +7.7% | -17.4% |
| 6M | -41.8% | -0.5% | -41.3% | -42.4% |
| YTD | -53.4% | +7.1% | -60.5% | -54.2% |
| 1Y | -40.9% | +46.5% | -87.4% | -43.9% |
| All | -75.6% | -73.7% | -2.0% | -75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling