+1,827.2%
CDNS vs PLUG
-98.6%
+1,925.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -4.3% |
| 7D | -14.0% | -0.9% | -13.1% | -13.9% |
| 30D | -13.2% | +3.3% | -16.5% | -13.5% |
| 3M | -28.9% | -39.7% | +10.8% | -25.6% |
| 6M | -4.2% | -12.5% | +8.3% | -4.0% |
| YTD | -6.4% | +10.2% | -16.5% | -9.0% |
| 1Y | -16.2% | +50.7% | -66.9% | -22.5% |
| 3Y | +20.2% | -74.5% | +94.7% | +18.5% |
| 5Y | +76.6% | -91.8% | +168.4% | +87.3% |
| 10Y | +1,029.7% | +43.7% | +986.0% | +703.0% |
| All | +1,827.2% | -98.6% | +1,925.9% | +1,005.3% |
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