+31.9%
CVS vs PLUG
-91.8%
+123.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.5% |
| 7D | +4.0% | -0.9% | +4.9% | +4.0% |
| 30D | -2.4% | +3.3% | -5.7% | -2.5% |
| 3M | +2.7% | -39.7% | +42.4% | +3.7% |
| 6M | +21.9% | -12.5% | +34.4% | +21.8% |
| YTD | +24.7% | +10.2% | +14.6% | +23.7% |
| 1Y | +35.4% | +50.7% | -15.2% | +32.4% |
| 3Y | +65.2% | -74.5% | +139.7% | +63.3% |
| All | +31.9% | -91.8% | +123.7% | +30.4% |
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