-7.5%
PLUG vs CPB
-40.1%
+32.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.8% |
| 7D | -6.8% | -4.1% | -2.8% | -7.1% |
| 30D | -16.0% | +16.9% | -33.0% | -15.3% |
| 3M | -38.7% | -0.6% | -38.2% | -38.7% |
| 6M | -61.4% | +11.4% | -72.7% | -61.1% |
| YTD | -31.0% | -14.8% | -16.1% | -30.9% |
| 1Y | -46.2% | -24.8% | -21.5% | -46.3% |
| 3Y | -61.5% | -36.6% | -24.9% | -61.7% |
| 5Y | -96.9% | -33.3% | -63.5% | -96.9% |
| 10Y | -7.5% | -40.4% | +32.9% | -14.1% |
| All | -7.5% | -40.1% | +32.7% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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