+41.1%
CLS vs PLUG
+45.6%
-4.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.5% |
| 7D | +4.6% | -0.9% | +5.5% | +4.7% |
| 30D | -13.9% | +3.3% | -17.2% | -14.1% |
| 3M | -26.6% | -39.7% | +13.2% | -24.3% |
| 6M | +15.4% | -12.5% | +27.9% | +17.0% |
| YTD | +5.7% | +10.2% | -4.5% | +8.2% |
| 1Y | +41.1% | +50.7% | -9.6% | +42.0% |
| All | +41.1% | +45.6% | -4.5% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling