-28.5%
CCL vs PLUG
+25.0%
-53.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.7% | +3.6% |
| 7D | +3.1% | +14.5% | -11.5% | +0.7% |
| 30D | +17.5% | -10.7% | +28.2% | +19.5% |
| 3M | +6.8% | -31.2% | +38.0% | +13.2% |
| 6M | +18.7% | -51.9% | +70.6% | +31.7% |
| YTD | +3.0% | -23.9% | +26.9% | +3.0% |
| 1Y | +17.7% | -43.4% | +61.1% | +23.0% |
| 3Y | +155.6% | -74.7% | +230.3% | +148.7% |
| 5Y | +30.2% | -96.3% | +126.5% | +76.7% |
| 10Y | -28.5% | +20.0% | -48.5% | -42.3% |
| All | -28.5% | +25.0% | -53.5% | -42.3% |
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