+202.9%
CDE vs PLUG
-91.4%
+294.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.6% | +2.4% |
| 7D | -2.0% | +3.8% | -5.8% | -2.7% |
| 30D | +15.7% | +2.8% | +12.9% | +15.1% |
| 3M | +30.5% | -25.4% | +55.9% | +37.4% |
| 6M | -7.4% | -0.5% | -6.9% | -8.9% |
| YTD | +17.9% | +10.2% | +7.8% | +12.9% |
| 1Y | +46.7% | +53.9% | -7.2% | +27.0% |
| 3Y | +851.3% | -72.7% | +924.0% | +875.9% |
| 5Y | +202.9% | -91.4% | +294.3% | +281.0% |
| All | +202.9% | -91.4% | +294.3% | +281.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling