+42.5%
CAH vs PLUG
-56.5%
+99.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.4% | -6.0% | +2.0% |
| 7D | +8.5% | +5.8% | +2.6% | +9.0% |
| 30D | +17.0% | -18.5% | +35.6% | +15.3% |
| 3M | +14.6% | -30.0% | +44.5% | +11.8% |
| 6M | +42.5% | -56.2% | +98.7% | +35.2% |
| All | +42.5% | -56.5% | +99.0% | +35.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling