+20.0%
PLUG vs CPB
-39.9%
+59.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +3.4% |
| 7D | +14.5% | +3.3% | +11.3% | +14.7% |
| 30D | -10.7% | +19.0% | -29.7% | -9.7% |
| 3M | -31.2% | +0.4% | -31.6% | -31.1% |
| 6M | -51.9% | +13.0% | -64.9% | -51.5% |
| YTD | -23.9% | -12.7% | -11.1% | -23.7% |
| 1Y | -43.4% | -20.9% | -22.5% | -43.4% |
| 3Y | -74.7% | -35.4% | -39.3% | -74.8% |
| 5Y | -96.3% | -32.3% | -64.0% | -96.3% |
| 10Y | +20.0% | -40.5% | +60.5% | +15.5% |
| All | +20.0% | -39.9% | +59.9% | +15.5% |
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