+281.6%
RCL vs PLUG
-96.4%
+377.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.4% | +2.5% |
| 7D | +5.0% | +14.5% | -9.5% | +3.0% |
| 30D | +19.4% | -10.7% | +30.1% | +21.0% |
| 3M | +5.9% | -31.2% | +37.1% | +10.8% |
| 6M | +23.8% | -51.9% | +75.7% | +34.5% |
| YTD | +22.8% | -23.9% | +46.7% | +22.5% |
| 1Y | +34.3% | -43.4% | +77.7% | +38.9% |
| 3Y | +276.4% | -74.7% | +351.1% | +273.7% |
| 5Y | +281.6% | -96.3% | +377.9% | +516.5% |
| All | +281.6% | -96.4% | +377.9% | +516.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling