+13.0%
CVS vs PLUG
-97.5%
+110.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -10.5% | +10.0% | -0.3% |
| 7D | +6.6% | -23.4% | +30.0% | +7.1% |
| 30D | -0.4% | -23.4% | +23.0% | 0.0% |
| 3M | -5.3% | -51.7% | +46.5% | -4.0% |
| 6M | -7.7% | -72.0% | +64.3% | -5.5% |
| YTD | +16.0% | -43.7% | +59.7% | +16.5% |
| 1Y | +16.2% | -55.4% | +71.6% | +17.3% |
| 3Y | +47.6% | -68.0% | +115.6% | +45.0% |
| All | +13.0% | -97.5% | +110.4% | +11.5% |
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