+1,021.8%
XEL vs PLUG
-99.1%
+1,121.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +8.9% | +0.2% |
| 7D | +1.7% | -3.2% | +4.9% | +1.8% |
| 30D | +8.6% | -18.7% | +27.3% | +9.1% |
| 3M | +5.1% | -35.3% | +40.4% | +6.2% |
| 6M | +2.5% | -56.2% | +58.8% | +4.5% |
| YTD | +11.0% | -30.7% | +41.7% | +11.2% |
| 1Y | +2.7% | -46.7% | +49.4% | +3.6% |
| 3Y | +49.7% | -61.3% | +111.1% | +47.5% |
| 5Y | +46.1% | -96.6% | +142.7% | +51.7% |
| 10Y | +181.5% | +1.1% | +180.4% | +149.4% |
| All | +1,021.8% | -99.1% | +1,121.0% | +807.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling