+35.2%
XOP vs PLUG
-48.8%
+84.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | +0.2% |
| 7D | -10.0% | +14.5% | -24.5% | -10.1% |
| 30D | -9.1% | -10.7% | +1.6% | -9.0% |
| 3M | +5.1% | -31.2% | +36.3% | +5.4% |
| 6M | +6.4% | -51.9% | +58.3% | +6.9% |
| YTD | +39.7% | -23.9% | +63.6% | +38.8% |
| All | +35.2% | -48.8% | +84.0% | +34.0% |
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