+251.6%
ORCL vs PLUG
+25.0%
+226.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.3% | +2.9% |
| 7D | +0.5% | +14.5% | -14.0% | -0.6% |
| 30D | -15.3% | -10.7% | -4.6% | -14.5% |
| 3M | -18.2% | -31.2% | +13.0% | -15.9% |
| 6M | -38.4% | -51.9% | +13.5% | -35.2% |
| YTD | -37.7% | -23.9% | -13.9% | -36.9% |
| 1Y | -49.3% | -43.4% | -5.9% | -47.8% |
| 3Y | +10.6% | -74.7% | +85.3% | +10.9% |
| 5Y | +35.5% | -96.3% | +131.8% | +48.7% |
| 10Y | +251.6% | +20.0% | +231.6% | +181.9% |
| All | +251.6% | +25.0% | +226.6% | +181.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling