+47.7%
XLE vs PLUG
-58.9%
+106.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -10.5% | +11.5% | +0.9% |
| 7D | +5.4% | -23.4% | +28.9% | +5.2% |
| 30D | -3.9% | -23.4% | +19.5% | -4.1% |
| 3M | +7.0% | -51.7% | +58.8% | +6.7% |
| 6M | +14.2% | -72.0% | +86.2% | +14.6% |
| YTD | +48.2% | -43.7% | +91.8% | +46.6% |
| 1Y | +47.7% | -55.4% | +103.1% | +46.2% |
| All | +47.7% | -58.9% | +106.6% | +46.2% |
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