-5.9%
CNC vs PLUG
-96.4%
+90.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +7.4% | -13.4% | -6.3% |
| 7D | +1.9% | +5.8% | -4.0% | +1.6% |
| 30D | +7.3% | -18.5% | +25.8% | +8.2% |
| 3M | +8.6% | -30.0% | +38.6% | +10.1% |
| 6M | +26.0% | -56.2% | +82.2% | +30.0% |
| YTD | +69.5% | -26.4% | +95.9% | +69.7% |
| 1Y | +88.0% | -42.2% | +130.2% | +90.0% |
| 3Y | -2.9% | -76.8% | +73.9% | -3.0% |
| All | -5.9% | -96.4% | +90.5% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling