+218.0%
XLE vs PLUG
-91.8%
+309.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.0% |
| 7D | +2.2% | -0.9% | +3.1% | +2.2% |
| 30D | +11.8% | +3.3% | +8.4% | +11.6% |
| 3M | +9.8% | -39.7% | +49.5% | +11.9% |
| 6M | +15.6% | -12.5% | +28.1% | +15.4% |
| YTD | +45.3% | +10.2% | +35.1% | +43.0% |
| 1Y | +48.3% | +50.7% | -2.4% | +42.4% |
| 3Y | +55.4% | -74.5% | +129.9% | +57.0% |
| All | +218.0% | -91.8% | +309.8% | +238.9% |
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