-3.7%
XLC vs PLUG
-46.9%
+43.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.8% |
| 7D | +3.5% | -6.8% | +10.3% | +3.6% |
| 30D | -2.6% | -16.0% | +13.5% | -2.3% |
| 3M | -2.1% | -38.7% | +36.7% | -1.5% |
| 6M | -5.5% | -61.4% | +55.9% | -3.9% |
| YTD | -6.9% | -31.0% | +24.1% | -7.4% |
| 1Y | -3.7% | -46.2% | +42.5% | -3.0% |
| All | -3.7% | -46.9% | +43.1% | -3.0% |
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