+639.5%
CEG vs BDX
0.0%
+639.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.1% |
| 7D | +8.0% | -2.5% | +10.5% | +8.4% |
| 30D | +12.9% | +8.3% | +4.7% | +11.8% |
| 3M | +13.2% | +24.4% | -11.2% | +9.7% |
| 6M | -7.0% | +9.2% | -16.2% | -8.1% |
| YTD | -15.0% | +22.7% | -37.7% | -17.6% |
| 1Y | -2.7% | +25.9% | -28.6% | -6.3% |
| 3Y | +184.1% | -10.5% | +194.5% | +201.2% |
| All | +639.5% | 0.0% | +639.4% | +630.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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