+492.8%
CEG vs ACWI
+59.6%
+433.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.3% | +2.2% |
| 7D | -9.4% | -4.0% | -5.4% | -5.0% |
| 30D | -20.2% | -5.8% | -14.4% | -14.2% |
| 3M | -9.5% | -5.0% | -4.4% | -3.4% |
| 6M | -25.0% | +0.7% | -25.7% | -25.6% |
| YTD | -31.9% | +8.4% | -40.3% | -38.3% |
| 1Y | -33.7% | +10.1% | -43.8% | -40.9% |
| 3Y | +108.7% | +70.8% | +37.9% | +20.9% |
| All | +492.8% | +59.6% | +433.2% | +247.1% |
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 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