-96.5%
PLUG vs XPO
+275.5%
-372.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.1% | +7.3% |
| 7D | +5.8% | -6.7% | +12.5% | +9.3% |
| 30D | -18.5% | -1.9% | -16.6% | -18.0% |
| 3M | -30.0% | -9.9% | -20.1% | -26.7% |
| 6M | -56.2% | -16.4% | -39.8% | -53.1% |
| YTD | -26.4% | +30.2% | -56.6% | -37.1% |
| 1Y | -42.2% | +29.9% | -72.1% | -50.6% |
| 3Y | -76.8% | +122.6% | -199.5% | -87.6% |
| All | -96.5% | +275.5% | -372.0% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling