-19.8%
CEG vs ACWI
+11.6%
-31.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.5% |
| 7D | +17.8% | +2.7% | +15.1% | +14.1% |
| 30D | -4.5% | -2.6% | -1.9% | -1.3% |
| 3M | +1.5% | -3.2% | +4.7% | +5.9% |
| 6M | -3.5% | +1.9% | -5.4% | -5.6% |
| YTD | -19.7% | +11.3% | -31.1% | -29.4% |
| 1Y | -19.8% | +11.7% | -31.4% | -29.8% |
| All | -19.8% | +11.6% | -31.4% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling