+30.8%
RCL vs PLUG
-53.4%
+84.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.0% | +9.9% | +1.4% |
| 7D | +8.5% | -3.2% | +11.7% | +8.7% |
| 30D | +20.4% | -18.7% | +39.2% | +21.8% |
| 3M | +11.0% | -35.3% | +46.3% | +13.7% |
| 6M | +24.9% | -56.2% | +81.1% | +31.1% |
| YTD | +23.9% | -30.7% | +54.6% | +23.4% |
| 1Y | +30.8% | -46.7% | +77.5% | +33.2% |
| All | +30.8% | -53.4% | +84.2% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling