+593.1%
CEG vs APO
+99.1%
+494.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.5% |
| 7D | +12.1% | +5.8% | +6.3% | +9.6% |
| 30D | +0.2% | +8.9% | -8.7% | -3.9% |
| 3M | +0.7% | -13.6% | +14.4% | +6.5% |
| 6M | +2.2% | -5.4% | +7.6% | +3.3% |
| YTD | -20.3% | -13.6% | -6.7% | -17.1% |
| 1Y | -16.1% | -2.5% | -13.6% | -17.7% |
| 3Y | +134.7% | +50.9% | +83.8% | +94.6% |
| All | +593.1% | +99.1% | +494.0% | +385.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling