-2.7%
CEG vs APO
+1.9%
-4.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.0% |
| 7D | +8.0% | -1.0% | +9.0% | +8.2% |
| 30D | +12.9% | +3.5% | +9.5% | +12.2% |
| 3M | +13.2% | +4.5% | +8.6% | +12.2% |
| 6M | -7.0% | +22.8% | -29.8% | -10.3% |
| YTD | -15.0% | -6.5% | -8.5% | -13.3% |
| 1Y | -2.7% | +0.8% | -3.6% | -2.8% |
| All | -2.7% | +1.9% | -4.6% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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