+988.6%
OXY vs PLUG
-99.1%
+1,087.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -9.0% | +11.0% | +2.7% |
| 7D | -5.8% | -3.2% | -2.6% | -5.7% |
| 30D | -5.3% | -18.7% | +13.4% | -4.1% |
| 3M | -2.5% | -35.3% | +32.8% | +0.3% |
| 6M | +8.3% | -56.2% | +64.5% | +14.1% |
| YTD | +40.3% | -30.7% | +71.0% | +41.1% |
| 1Y | +38.8% | -46.7% | +85.5% | +42.0% |
| 3Y | -1.4% | -61.3% | +59.9% | -5.2% |
| 5Y | +92.2% | -96.6% | +188.8% | +113.3% |
| 10Y | +13.7% | +1.1% | +12.6% | -9.0% |
| All | +988.6% | -99.1% | +1,087.8% | +659.7% |
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