+29.6%
LUV vs PLUG
+45.6%
-16.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +2.1% |
| 7D | +0.4% | -0.9% | +1.3% | +0.5% |
| 30D | -18.4% | +3.3% | -21.7% | -18.6% |
| 3M | -3.2% | -39.7% | +36.5% | -0.6% |
| 6M | -14.8% | -12.5% | -2.3% | -15.1% |
| YTD | -2.9% | +10.2% | -13.0% | -5.1% |
| 1Y | +29.6% | +50.7% | -21.1% | +27.0% |
| All | +29.6% | +45.6% | -16.1% | +27.0% |
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