+138.3%
ADI vs CELH
-10.8%
+149.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CELH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.6% | +4.5% |
| 7D | +4.6% | -11.2% | +15.8% | +6.4% |
| 30D | -1.2% | -1.4% | +0.3% | -1.2% |
| 3M | -7.8% | -4.2% | -3.7% | -8.3% |
| 6M | +19.3% | -40.5% | +59.8% | +27.6% |
| YTD | +40.9% | -40.5% | +81.4% | +49.8% |
| 1Y | +54.5% | -53.0% | +107.5% | +69.1% |
| 3Y | +123.4% | -59.1% | +182.5% | +135.9% |
| All | +138.3% | -10.8% | +149.1% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CELH.
Daily Out/Under-Performance
Portfolio return minus CELH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CELH 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 CELH 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