-21.1%
PLUG vs CLBK
+62.9%
-83.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.2% | +1.3% | +2.3% |
| 7D | +14.5% | +1.8% | +12.7% | +13.5% |
| 30D | -10.7% | +5.1% | -15.8% | -13.2% |
| 3M | -31.2% | +5.2% | -36.4% | -33.1% |
| 6M | -51.9% | +28.6% | -80.5% | -58.5% |
| YTD | -23.9% | +61.4% | -85.3% | -42.5% |
| 1Y | -43.4% | +64.7% | -108.1% | -57.7% |
| 3Y | -74.7% | +55.1% | -129.8% | -81.4% |
| 5Y | -96.3% | +28.4% | -124.7% | -97.2% |
| All | -21.1% | +62.9% | -83.9% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling