+22.4%
XLP vs PLUG
-45.5%
+67.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +7.4% | -8.7% | -1.1% |
| 7D | +0.7% | +5.8% | -5.1% | +1.0% |
| 30D | +10.3% | -18.5% | +28.8% | +9.8% |
| 3M | +6.5% | -30.0% | +36.5% | +5.8% |
| 6M | +8.4% | -56.2% | +64.6% | +7.1% |
| YTD | +18.2% | -26.4% | +44.6% | +16.6% |
| 1Y | +22.4% | -42.2% | +64.7% | +21.7% |
| All | +22.4% | -45.5% | +67.9% | +21.7% |
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