+1,124.3%
ORCL vs PLUG
-99.1%
+1,223.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -7.5% | +0.6% | -6.3% |
| 7D | -17.5% | -4.9% | -12.6% | -17.1% |
| 30D | -20.2% | -27.4% | +7.3% | -18.0% |
| 3M | -19.9% | -35.7% | +15.8% | -17.0% |
| 6M | -37.4% | -59.3% | +21.9% | -32.9% |
| YTD | -40.1% | -31.5% | -8.7% | -38.9% |
| 1Y | -53.4% | -48.9% | -4.5% | -51.5% |
| 3Y | +10.4% | -79.6% | +90.0% | +12.4% |
| 5Y | +29.8% | -96.5% | +126.3% | +45.6% |
| 10Y | +249.2% | -4.9% | +254.1% | +162.8% |
| All | +1,124.3% | -99.1% | +1,223.4% | +777.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling