+77.1%
CDNS vs PLUG
-97.5%
+174.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -10.5% | +7.4% | -2.1% |
| 7D | +1.0% | -23.4% | +24.4% | +3.5% |
| 30D | -2.0% | -23.4% | +21.5% | +0.4% |
| 3M | -0.2% | -51.7% | +51.5% | +6.6% |
| 6M | -8.9% | -72.0% | +63.1% | +1.9% |
| YTD | +3.3% | -43.7% | +47.0% | +6.8% |
| 1Y | +2.2% | -55.4% | +57.6% | +7.7% |
| 3Y | +22.4% | -68.0% | +90.4% | +18.5% |
| All | +77.1% | -97.5% | +174.6% | +185.2% |
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