+813.5%
CCJ vs PLUG
-2.5%
+816.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.1% |
| 7D | +3.7% | -7.2% | +10.9% | +4.7% |
| 30D | -13.7% | -16.4% | +2.7% | -11.7% |
| 3M | -24.7% | -39.0% | +14.2% | -19.9% |
| 6M | -38.1% | -61.5% | +23.4% | -30.7% |
| YTD | -18.8% | -31.2% | +12.5% | -16.4% |
| 1Y | -19.5% | -46.4% | +26.9% | -15.0% |
| 3Y | +75.9% | -61.6% | +137.5% | +69.2% |
| 5Y | +173.1% | -96.9% | +270.0% | +240.4% |
| 10Y | +813.5% | -7.8% | +821.3% | +696.9% |
| All | +813.5% | -2.5% | +816.0% | +696.9% |
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 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