+1,801.4%
CAH vs PLUG
-98.6%
+1,900.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.7% |
| 7D | +5.4% | -0.9% | +6.3% | +5.4% |
| 30D | +3.3% | +3.3% | 0.0% | +3.1% |
| 3M | +22.8% | -39.7% | +62.5% | +25.1% |
| 6M | +11.3% | -12.5% | +23.8% | +11.1% |
| YTD | +21.1% | +10.2% | +11.0% | +19.3% |
| 1Y | +67.2% | +50.7% | +16.5% | +60.5% |
| 3Y | +195.6% | -74.5% | +270.1% | +192.4% |
| 5Y | +413.8% | -91.8% | +505.6% | +421.9% |
| 10Y | +309.6% | +43.7% | +265.9% | +233.0% |
| All | +1,801.4% | -98.6% | +1,900.0% | +1,216.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling