+90.4%
PLUG vs CAI
-11.0%
+101.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -3.4% |
| 7D | +3.8% | -3.1% | +6.9% | +4.4% |
| 30D | +2.8% | +2.7% | +0.2% | +2.4% |
| 3M | -25.4% | +41.7% | -67.1% | -30.0% |
| 6M | -0.5% | +26.5% | -26.9% | -5.6% |
| YTD | +10.2% | -10.9% | +21.1% | +16.2% |
| 1Y | +53.9% | -29.2% | +83.1% | +73.1% |
| All | +90.4% | -11.0% | +101.4% | +102.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling