+4,653.1%
APH vs CELH
+283.2%
+4,369.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CELH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +0.9% |
| 7D | +5.0% | -7.0% | +12.0% | +5.1% |
| 30D | -3.9% | +5.2% | -9.1% | -4.1% |
| 3M | +13.0% | +10.5% | +2.5% | +12.6% |
| 6M | +25.2% | -32.7% | +57.9% | +25.9% |
| YTD | +22.9% | -33.0% | +55.9% | +23.7% |
| 1Y | +47.8% | -49.5% | +97.4% | +49.4% |
| 3Y | +283.0% | -52.6% | +335.7% | +285.1% |
| 5Y | +349.7% | +5.2% | +344.4% | +342.7% |
| 10Y | +1,061.2% | +4,178.1% | -3,116.9% | +988.8% |
| All | +4,653.1% | +283.2% | +4,369.9% | +4,243.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling