+117.8%
ORLY vs PLUG
-91.6%
+209.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.1% | -6.4% | -2.3% |
| 7D | -2.3% | +8.1% | -10.5% | -2.3% |
| 30D | -8.2% | +3.7% | -11.8% | -8.2% |
| 3M | -3.5% | -29.2% | +25.6% | -3.5% |
| 6M | -9.2% | +6.1% | -15.3% | -9.4% |
| YTD | -5.8% | +14.7% | -20.6% | -6.1% |
| 1Y | -19.3% | +56.9% | -76.2% | -19.9% |
| 3Y | +34.4% | -71.6% | +106.0% | +37.2% |
| 5Y | +117.8% | -91.0% | +208.9% | +129.5% |
| All | +117.8% | -91.6% | +209.4% | +129.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling