+38.8%
OXY vs PLUG
-53.4%
+92.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -9.0% | +11.0% | +2.1% |
| 7D | -5.8% | -3.2% | -2.6% | -5.8% |
| 30D | -5.3% | -18.7% | +13.4% | -5.2% |
| 3M | -2.5% | -35.3% | +32.8% | -2.2% |
| 6M | +8.3% | -56.2% | +64.5% | +9.6% |
| YTD | +40.3% | -30.7% | +71.0% | +39.9% |
| 1Y | +38.8% | -46.7% | +85.5% | +39.1% |
| All | +38.8% | -53.4% | +92.2% | +39.1% |
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