-51.4%
CDE vs PLUG
-98.6%
+47.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.2% |
| 7D | +0.5% | -0.9% | +1.4% | +0.6% |
| 30D | +21.9% | +3.3% | +18.5% | +21.5% |
| 3M | +14.9% | -39.7% | +54.7% | +21.1% |
| 6M | -10.5% | -12.5% | +2.0% | -10.0% |
| YTD | +19.3% | +10.2% | +9.1% | +16.6% |
| 1Y | +50.8% | +50.7% | +0.1% | +40.3% |
| 3Y | +782.3% | -74.5% | +856.8% | +792.8% |
| 5Y | +191.7% | -91.8% | +283.5% | +216.8% |
| 10Y | +57.6% | +43.7% | +13.9% | +20.5% |
| All | -51.4% | -98.6% | +47.2% | -61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling