+104.3%
CEG vs APO
+43.9%
+60.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.5% |
| 7D | -4.7% | +0.8% | -5.5% | -5.8% |
| 30D | -16.6% | +1.0% | -17.6% | -17.6% |
| 3M | -4.1% | -8.4% | +4.3% | -1.1% |
| 6M | -22.3% | -9.1% | -13.2% | -20.1% |
| YTD | -28.9% | -18.3% | -10.6% | -23.1% |
| 1Y | -28.5% | -8.0% | -20.5% | -28.2% |
| 3Y | +104.3% | +47.1% | +57.2% | +61.6% |
| All | +104.3% | +43.9% | +60.4% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling