+518.2%
CEG vs ACWI
+59.5%
+458.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -4.7% | -2.4% | -2.4% | -2.2% |
| 30D | -16.6% | -5.2% | -11.4% | -11.0% |
| 3M | -4.1% | -4.8% | +0.7% | +2.0% |
| 6M | -22.3% | -1.3% | -21.0% | -21.0% |
| YTD | -28.9% | +8.4% | -37.3% | -35.6% |
| 1Y | -28.5% | +11.0% | -39.5% | -36.9% |
| 3Y | +104.3% | +70.6% | +33.7% | +18.5% |
| All | +518.2% | +59.5% | +458.7% | +262.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling