+33.5%
XOP vs PLUG
-46.5%
+80.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.7% | +9.5% | +0.8% |
| 7D | -8.4% | -2.8% | -5.5% | -8.3% |
| 30D | -8.4% | -18.5% | +10.1% | -8.2% |
| 3M | +0.2% | -35.1% | +35.2% | +0.5% |
| 6M | +7.2% | -56.1% | +63.3% | +7.8% |
| YTD | +40.8% | -30.5% | +71.3% | +39.8% |
| All | +33.5% | -46.5% | +80.0% | +32.3% |
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