+54.2%
XOP vs PLUG
+53.7%
+0.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.5% | +1.6% |
| 7D | +0.6% | +8.1% | -7.5% | +0.4% |
| 30D | +16.5% | +3.7% | +12.9% | +16.4% |
| 3M | +15.7% | -29.2% | +44.9% | +16.8% |
| 6M | +19.2% | +6.1% | +13.1% | +17.9% |
| YTD | +55.0% | +14.7% | +40.2% | +52.0% |
| 1Y | +54.2% | +56.9% | -2.8% | +50.5% |
| All | +54.2% | +53.7% | +0.4% | +50.5% |
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