+639.5%
CEG vs ACWI
+69.5%
+569.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +8.0% | +0.5% | +7.5% | +7.3% |
| 30D | +12.9% | +0.9% | +12.1% | +11.8% |
| 3M | +13.2% | +2.4% | +10.8% | +9.9% |
| 6M | -7.0% | +12.4% | -19.4% | -19.5% |
| YTD | -15.0% | +15.2% | -30.2% | -28.5% |
| 1Y | -2.7% | +22.7% | -25.4% | -23.9% |
| 3Y | +184.1% | +75.8% | +108.3% | +57.0% |
| All | +639.5% | +69.5% | +569.9% | +301.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling