+1,043.5%
OXY vs PLUG
-98.6%
+1,142.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.8% | -1.2% |
| 7D | +1.6% | -0.9% | +2.5% | +1.6% |
| 30D | +11.6% | +3.3% | +8.2% | +11.1% |
| 3M | +2.8% | -39.7% | +42.5% | +6.4% |
| 6M | +13.0% | -12.5% | +25.5% | +12.8% |
| YTD | +47.4% | +10.2% | +37.2% | +43.5% |
| 1Y | +31.5% | +50.7% | -19.2% | +22.9% |
| 3Y | -1.9% | -74.5% | +72.6% | -3.2% |
| 5Y | +148.0% | -91.8% | +239.7% | +157.1% |
| 10Y | +2.3% | +43.7% | -41.4% | -20.3% |
| All | +1,043.5% | -98.6% | +1,142.1% | +672.8% |
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