+626.9%
CEG vs BBY
+10.1%
+616.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.4% |
| 7D | +1.3% | +1.2% | +0.1% | +1.1% |
| 30D | +8.8% | +6.8% | +2.1% | +7.0% |
| 3M | +17.0% | +18.7% | -1.8% | +11.8% |
| 6M | -8.7% | +37.3% | -46.0% | -16.4% |
| YTD | -16.4% | +35.3% | -51.7% | -23.5% |
| 1Y | -1.8% | +20.7% | -22.4% | -7.4% |
| 3Y | +175.8% | +39.4% | +136.3% | +138.1% |
| All | +626.9% | +10.1% | +616.8% | +521.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling