+91.7%
CNC vs PLUG
+48.6%
+43.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | -0.6% |
| 7D | -4.9% | +3.8% | -8.7% | -5.1% |
| 30D | -3.8% | +2.8% | -6.6% | -4.0% |
| 3M | -3.2% | -25.4% | +22.2% | -1.7% |
| 6M | +47.9% | -0.5% | +48.3% | +46.6% |
| YTD | +55.7% | +10.2% | +45.5% | +52.3% |
| 1Y | +106.2% | +53.9% | +52.3% | +95.3% |
| 3Y | -2.1% | -72.7% | +70.7% | -3.0% |
| 5Y | +3.4% | -91.4% | +94.8% | +6.8% |
| 10Y | +91.7% | +58.4% | +33.3% | +38.6% |
| All | +91.7% | +48.6% | +43.0% | +38.6% |
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