-49.6%
ORCL vs PLUG
-48.8%
-0.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.3% | +2.4% |
| 7D | +0.5% | +14.5% | -14.0% | -2.5% |
| 30D | -15.3% | -10.7% | -4.6% | -13.4% |
| 3M | -18.2% | -31.2% | +13.0% | -12.3% |
| 6M | -38.4% | -51.9% | +13.5% | -31.0% |
| YTD | -37.7% | -23.9% | -13.9% | -34.3% |
| All | -49.6% | -48.8% | -0.8% | -47.6% |
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 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