+324.8%
CMI vs PLUG
+9.6%
+315.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.7% | +6.0% | -1.9% |
| 7D | -9.3% | -2.8% | -6.5% | -9.1% |
| 30D | -13.2% | -18.5% | +5.2% | -11.9% |
| 3M | -28.2% | -35.1% | +6.9% | -25.8% |
| 6M | -32.7% | -56.1% | +23.4% | -28.6% |
| YTD | -10.1% | -30.5% | +20.3% | -8.9% |
| 1Y | -4.9% | -46.5% | +41.6% | -1.9% |
| 3Y | +120.4% | -61.2% | +181.5% | +114.0% |
| 5Y | +114.3% | -96.6% | +210.9% | +141.0% |
| 10Y | +324.8% | +1.5% | +323.3% | +261.6% |
| All | +324.8% | +9.6% | +315.2% | +261.6% |
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