+518.2%
CEG vs PLUG
-93.7%
+611.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +7.4% | -3.1% | +3.4% |
| 7D | -4.7% | +5.8% | -10.6% | -5.5% |
| 30D | -16.6% | -18.5% | +2.0% | -14.6% |
| 3M | -4.1% | -30.0% | +25.8% | -0.2% |
| 6M | -22.3% | -56.2% | +33.9% | -15.3% |
| YTD | -28.9% | -26.4% | -2.5% | -28.9% |
| 1Y | -28.5% | -42.2% | +13.8% | -26.4% |
| 3Y | +104.3% | -76.8% | +181.1% | +108.6% |
| All | +518.2% | -93.7% | +611.9% | +650.0% |
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