+49.1%
XEL vs PLUG
-96.4%
+145.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.4% | -8.3% | -1.0% |
| 7D | -0.2% | +5.8% | -6.0% | -0.3% |
| 30D | +10.0% | -18.5% | +28.6% | +10.3% |
| 3M | +4.3% | -30.0% | +34.3% | +4.8% |
| 6M | +0.5% | -56.2% | +56.7% | +1.5% |
| YTD | +10.4% | -26.4% | +36.8% | +10.3% |
| 1Y | +2.0% | -42.2% | +44.2% | +2.3% |
| 3Y | +45.6% | -76.8% | +122.4% | +46.3% |
| All | +49.1% | -96.4% | +145.5% | +58.3% |
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