+26.3%
CDNS vs PLUG
-63.0%
+89.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -8.8% | +10.1% | +1.7% |
| 7D | +7.0% | -8.1% | +15.2% | +7.5% |
| 30D | -0.3% | -20.5% | +20.2% | +0.9% |
| 3M | +3.2% | -45.9% | +49.0% | +6.2% |
| 6M | -6.9% | -65.2% | +58.3% | -2.4% |
| YTD | +6.6% | -37.1% | +43.7% | +8.4% |
| 1Y | +5.6% | -54.6% | +60.2% | +8.6% |
| All | +26.3% | -63.0% | +89.3% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling