-28.5%
CEG vs AFRM
-4.3%
-24.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +4.6% |
| 7D | -4.7% | -7.3% | +2.6% | -3.9% |
| 30D | -16.6% | -9.6% | -7.0% | -15.6% |
| 3M | -4.1% | -11.1% | +6.9% | -3.1% |
| 6M | -22.3% | +3.9% | -26.2% | -23.2% |
| YTD | -28.9% | -8.5% | -20.4% | -27.4% |
| 1Y | -28.5% | +3.3% | -31.7% | -29.5% |
| All | -28.5% | -4.3% | -24.2% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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