+11.7%
CCI vs PLUG
-66.9%
+78.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -10.5% | +11.8% | +1.5% |
| 7D | +2.5% | -23.4% | +26.0% | +3.0% |
| 30D | +14.4% | -23.4% | +37.9% | +14.9% |
| 3M | +21.7% | -51.7% | +73.4% | +23.4% |
| 6M | +4.0% | -72.0% | +76.0% | +6.8% |
| YTD | +6.2% | -43.7% | +49.9% | +6.2% |
| 1Y | +5.4% | -55.4% | +60.8% | +6.0% |
| 3Y | +11.7% | -68.0% | +79.7% | +10.9% |
| All | +11.7% | -66.9% | +78.6% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling