+30.1%
CB vs PLUG
-45.5%
+75.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +7.4% | -9.2% | -1.3% |
| 7D | +0.2% | +5.8% | -5.6% | +0.7% |
| 30D | +9.1% | -18.5% | +27.6% | +7.9% |
| 3M | +3.4% | -30.0% | +33.4% | +1.6% |
| 6M | +14.1% | -56.2% | +70.3% | +10.1% |
| YTD | +18.0% | -26.4% | +44.4% | +15.5% |
| 1Y | +30.1% | -42.2% | +72.4% | +28.5% |
| All | +30.1% | -45.5% | +75.6% | +28.5% |
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