+42.1%
OXY vs PLUG
-51.0%
+93.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -8.8% | +10.9% | +2.0% |
| 7D | +3.6% | -8.1% | +11.8% | +3.6% |
| 30D | -5.3% | -20.5% | +15.2% | -5.2% |
| 3M | +0.2% | -45.9% | +46.1% | +0.7% |
| 6M | +4.7% | -65.2% | +69.9% | +6.6% |
| YTD | +44.0% | -37.1% | +81.1% | +43.5% |
| 1Y | +42.1% | -54.6% | +96.6% | +42.8% |
| All | +42.1% | -51.0% | +93.0% | +42.8% |
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 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