+1,751.5%
CLS vs PLUG
+25.0%
+1,726.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +3.4% | +4.4% | +7.4% |
| 7D | -10.6% | +14.5% | -25.1% | -12.0% |
| 30D | -38.4% | -10.7% | -27.7% | -37.5% |
| 3M | -29.9% | -31.2% | +1.3% | -26.7% |
| 6M | -40.6% | -51.9% | +11.3% | -35.6% |
| YTD | -24.6% | -23.9% | -0.7% | -23.1% |
| 1Y | -30.8% | -43.4% | +12.6% | -27.5% |
| 3Y | +811.7% | -74.7% | +886.4% | +815.4% |
| 5Y | +1,838.4% | -96.3% | +1,934.8% | +2,230.8% |
| 10Y | +1,751.5% | +20.0% | +1,731.5% | +1,556.3% |
| All | +1,751.5% | +25.0% | +1,726.5% | +1,556.3% |
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 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