-25.4%
CEG vs ACWI
+12.3%
-37.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -2.4% |
| 7D | +1.7% | -0.2% | +1.8% | +1.6% |
| 30D | -10.2% | -3.3% | -6.9% | -6.3% |
| 3M | -0.8% | -3.4% | +2.6% | +3.8% |
| 6M | -11.5% | +0.8% | -12.3% | -12.2% |
| YTD | -23.9% | +10.7% | -34.6% | -32.4% |
| 1Y | -25.4% | +11.6% | -37.0% | -34.7% |
| All | -25.4% | +12.3% | -37.7% | -34.7% |
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