+1,215.4%
ORCL vs PLUG
-99.1%
+1,314.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.5% | -2.2% |
| 7D | -14.4% | +2.8% | -17.2% | -14.6% |
| 30D | -12.8% | -22.8% | +9.9% | -11.0% |
| 3M | -14.8% | -32.4% | +17.6% | -12.0% |
| 6M | -30.9% | -53.4% | +22.5% | -26.8% |
| YTD | -35.7% | -25.9% | -9.8% | -34.8% |
| 1Y | -49.5% | -42.1% | -7.4% | -48.0% |
| 3Y | +18.6% | -77.9% | +96.6% | +20.0% |
| 5Y | +38.4% | -96.4% | +134.8% | +54.9% |
| 10Y | +275.2% | +2.8% | +272.4% | +180.6% |
| All | +1,215.4% | -99.1% | +1,314.5% | +836.8% |
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