+112.9%
CDE vs PLUG
-96.6%
+209.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -8.7% | +1.6% | -5.4% |
| 7D | +14.0% | -2.8% | +16.9% | +14.7% |
| 30D | -10.7% | -18.5% | +7.7% | -7.2% |
| 3M | -15.8% | -35.1% | +19.3% | -8.6% |
| 6M | -17.5% | -56.1% | +38.6% | -4.5% |
| YTD | -14.1% | -30.5% | +16.3% | -10.3% |
| 1Y | +2.9% | -46.5% | +49.4% | +11.9% |
| 3Y | +625.5% | -61.2% | +686.6% | +599.6% |
| All | +112.9% | -96.6% | +209.5% | +226.1% |
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