+1,580.2%
BE vs CEG
+182.6%
+1,397.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.9% | +2.5% | +4.7% |
| 7D | +20.0% | +8.0% | +11.9% | +15.0% |
| 30D | +7.9% | +12.9% | -5.0% | +1.0% |
| 3M | -13.2% | +13.2% | -26.4% | -18.1% |
| 6M | +53.5% | -7.0% | +60.4% | +58.4% |
| YTD | +191.0% | -15.0% | +206.0% | +210.8% |
| 1Y | +360.5% | -2.7% | +363.2% | +376.2% |
| All | +1,580.2% | +182.6% | +1,397.6% | +823.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 3y: compounded portfolio wealth divided by compounded CEG 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…
3y analysis · Full analysis span regression · 6 months rolling