-7.5%
PLUG vs XPO
+1,289.5%
-1,296.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | -6.8% | +0.5% | -7.3% | -7.0% |
| 30D | -16.0% | +4.7% | -20.7% | -17.9% |
| 3M | -38.7% | -7.1% | -31.7% | -37.0% |
| 6M | -61.4% | -6.3% | -55.1% | -60.8% |
| YTD | -31.0% | +39.1% | -70.0% | -42.1% |
| 1Y | -46.2% | +36.7% | -82.9% | -54.6% |
| 3Y | -61.5% | +127.4% | -188.9% | -77.0% |
| 5Y | -96.9% | +315.0% | -411.9% | -98.7% |
| 10Y | -7.5% | +1,263.5% | -1,270.9% | -77.7% |
| All | -7.5% | +1,289.5% | -1,296.9% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling