+15.1%
PLUG vs CPB
-37.5%
+52.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.7% | +7.3% |
| 7D | +5.8% | +8.0% | -2.1% | +6.3% |
| 30D | -18.5% | +22.4% | -40.9% | -17.5% |
| 3M | -30.0% | +3.8% | -33.8% | -29.7% |
| 6M | -56.2% | +13.7% | -69.8% | -55.8% |
| YTD | -26.4% | -11.7% | -14.7% | -26.2% |
| 1Y | -42.2% | -18.1% | -24.1% | -42.2% |
| 3Y | -76.8% | -34.7% | -42.1% | -76.9% |
| 5Y | -96.2% | -30.6% | -65.7% | -96.2% |
| All | +15.1% | -37.5% | +52.6% | +12.0% |
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