+1,188.7%
CIEN vs PLUG
+25.0%
+1,163.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.4% | +7.2% | +10.3% |
| 7D | -5.3% | +14.5% | -19.8% | -6.6% |
| 30D | -40.1% | -10.7% | -29.4% | -39.2% |
| 3M | -34.7% | -31.2% | -3.5% | -31.8% |
| 6M | -50.9% | -51.9% | +1.1% | -46.8% |
| YTD | +15.2% | -23.9% | +39.0% | +17.5% |
| 1Y | +35.2% | -43.4% | +78.6% | +41.6% |
| 3Y | +522.6% | -74.7% | +597.3% | +530.4% |
| 5Y | +344.2% | -96.3% | +440.5% | +426.3% |
| 10Y | +1,188.7% | +20.0% | +1,168.7% | +1,043.4% |
| All | +1,188.7% | +25.0% | +1,163.7% | +1,043.4% |
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