-91.4%
PLUG vs XPO
+262.4%
-353.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -2.6% |
| 7D | +3.8% | -0.9% | +4.8% | +4.2% |
| 30D | +2.8% | -8.1% | +10.9% | +6.9% |
| 3M | -25.4% | -19.0% | -6.4% | -18.2% |
| 6M | -0.5% | -5.2% | +4.7% | +0.3% |
| YTD | +10.2% | +35.6% | -25.4% | -7.2% |
| 1Y | +53.9% | +41.1% | +12.8% | +25.7% |
| 3Y | -72.7% | +157.9% | -230.6% | -86.7% |
| 5Y | -91.4% | +265.6% | -357.0% | -96.9% |
| All | -91.4% | +262.4% | -353.8% | -96.9% |
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