+978.7%
OXY vs PLUG
-99.1%
+1,077.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.4% | -7.4% | -0.5% |
| 7D | -11.9% | +5.8% | -17.7% | -12.3% |
| 30D | -3.1% | -18.5% | +15.4% | -1.8% |
| 3M | +1.1% | -30.0% | +31.0% | +3.4% |
| 6M | +3.2% | -56.2% | +59.4% | +8.8% |
| YTD | +39.0% | -26.4% | +65.4% | +39.2% |
| 1Y | +42.7% | -42.2% | +84.9% | +45.1% |
| 3Y | -3.5% | -76.8% | +73.3% | -4.2% |
| 5Y | +81.3% | -96.2% | +177.6% | +99.7% |
| 10Y | +11.2% | +2.1% | +9.1% | -11.2% |
| All | +978.7% | -99.1% | +1,077.8% | +649.8% |
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