-16.3%
ORLY vs PLUG
+45.6%
-62.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.3% | +0.7% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | -5.9% | +3.3% | -9.3% | -5.8% |
| 3M | -0.6% | -39.7% | +39.1% | -2.3% |
| 6M | -6.8% | -12.5% | +5.7% | -7.4% |
| YTD | -3.6% | +10.2% | -13.8% | -3.4% |
| 1Y | -16.3% | +50.7% | -67.0% | -12.3% |
| All | -16.3% | +45.6% | -62.0% | -12.3% |
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