+18.3%
CCI vs PLUG
+56.9%
-38.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.1% | -4.0% | 0.0% |
| 7D | +0.2% | +8.1% | -8.0% | -0.2% |
| 30D | +0.5% | +3.7% | -3.2% | +0.3% |
| 3M | -16.3% | -29.2% | +12.9% | -15.1% |
| 6M | -13.9% | +6.1% | -20.1% | -15.0% |
| YTD | -12.4% | +14.7% | -27.2% | -14.3% |
| 1Y | -15.2% | +56.9% | -72.1% | -19.4% |
| 3Y | -9.9% | -71.6% | +61.7% | -10.7% |
| 5Y | -50.8% | -91.0% | +40.2% | -49.4% |
| 10Y | +18.3% | +55.9% | -37.6% | +5.2% |
| All | +18.3% | +56.9% | -38.7% | +5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling