+53.9%
PLUG vs COPX
+87.6%
-33.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.5% |
| 7D | +3.8% | +6.0% | -2.1% | +0.6% |
| 30D | +2.8% | +6.4% | -3.6% | -0.5% |
| 3M | -25.4% | +19.3% | -44.7% | -32.5% |
| 6M | -0.5% | +16.2% | -16.7% | -8.5% |
| YTD | +10.2% | +33.2% | -23.0% | -13.1% |
| 1Y | +53.9% | +90.2% | -36.3% | +27.7% |
| All | +53.9% | +87.6% | -33.7% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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