+607.3%
CEG vs APO
+106.3%
+501.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -1.7% |
| 7D | +0.3% | -4.9% | +5.2% | +2.5% |
| 30D | +2.9% | -8.4% | +11.3% | +6.6% |
| 3M | +18.2% | -2.1% | +20.3% | +18.4% |
| 6M | -9.5% | +19.2% | -28.8% | -17.8% |
| YTD | -18.7% | -10.5% | -8.2% | -16.2% |
| 1Y | -10.1% | -2.7% | -7.4% | -11.8% |
| 3Y | +168.3% | +52.5% | +115.9% | +121.8% |
| All | +607.3% | +106.3% | +501.1% | +390.6% |
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