+1.7%
XEL vs PLUG
-44.1%
+45.8%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +2.2% |
| 7D | +4.3% | +2.8% | +1.5% | +4.3% |
| 30D | +12.6% | -22.8% | +35.4% | +12.4% |
| 3M | +4.4% | -32.4% | +36.8% | +4.1% |
| 6M | +0.7% | -53.4% | +54.1% | +0.1% |
| YTD | +11.5% | -25.9% | +37.4% | +10.6% |
| 1Y | +1.7% | -42.1% | +43.8% | +1.1% |
| All | +1.7% | -44.1% | +45.8% | +1.1% |
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