+1,438.7%
CIEN vs PLUG
+56.9%
+1,381.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.1% | +2.2% | +5.9% |
| 7D | -5.3% | +8.1% | -13.4% | -6.1% |
| 30D | -17.2% | +3.7% | -20.9% | -17.5% |
| 3M | -26.9% | -29.2% | +2.3% | -24.2% |
| 6M | +16.0% | +6.1% | +9.9% | +14.8% |
| YTD | +45.9% | +14.7% | +31.2% | +42.1% |
| 1Y | +186.8% | +56.9% | +129.9% | +165.5% |
| 3Y | +607.8% | -71.6% | +679.4% | +604.6% |
| 5Y | +506.7% | -91.0% | +597.8% | +552.9% |
| 10Y | +1,438.7% | +55.9% | +1,382.9% | +1,173.2% |
| All | +1,438.7% | +56.9% | +1,381.8% | +1,173.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling