+639.5%
CEG vs APO
+115.5%
+523.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.1% |
| 7D | +8.0% | -1.0% | +9.0% | +8.4% |
| 30D | +12.9% | +3.5% | +9.5% | +10.9% |
| 3M | +13.2% | +4.5% | +8.6% | +10.1% |
| 6M | -7.0% | +22.8% | -29.8% | -16.5% |
| YTD | -15.0% | -6.5% | -8.5% | -14.1% |
| 1Y | -2.7% | +0.8% | -3.6% | -6.0% |
| 3Y | +184.1% | +62.0% | +122.1% | +129.0% |
| All | +639.5% | +115.5% | +523.9% | +403.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling