+27.2%
PLUG vs CAI
-6.6%
+33.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.1% | +10.5% | +8.0% |
| 7D | +5.8% | -26.5% | +32.3% | +11.9% |
| 30D | -18.5% | -6.9% | -11.6% | -17.3% |
| 3M | -30.0% | +26.1% | -56.1% | -32.7% |
| 6M | -56.2% | +31.9% | -88.1% | -58.4% |
| YTD | -26.4% | -6.5% | -19.9% | -23.0% |
| 1Y | -42.2% | +2.5% | -44.8% | -41.7% |
| All | +27.2% | -6.6% | +33.7% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 3y: compounded portfolio wealth divided by compounded CAI 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…
3y analysis · Full analysis span regression · 6 months rolling