-96.5%
PLUG vs CASY
+254.0%
-350.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.2% | -9.7% | -8.1% |
| 7D | -4.9% | +1.8% | -6.8% | -5.4% |
| 30D | -27.4% | +11.2% | -38.6% | -29.8% |
| 3M | -35.7% | -19.1% | -16.6% | -32.2% |
| 6M | -59.3% | -19.9% | -39.4% | -57.3% |
| YTD | -31.5% | +25.2% | -56.6% | -40.2% |
| 1Y | -48.9% | +31.6% | -80.5% | -56.6% |
| 3Y | -79.6% | +155.4% | -235.0% | -88.4% |
| 5Y | -96.5% | +251.5% | -348.0% | -98.4% |
| All | -96.5% | +254.0% | -350.5% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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