+582.9%
CEG vs BEN
+31.2%
+551.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +6.3% | +4.1% | +8.5% |
| 7D | +7.3% | +12.2% | -4.9% | +3.7% |
| 30D | -7.4% | +12.1% | -19.5% | -10.5% |
| 3M | +2.5% | +7.3% | -4.8% | +0.2% |
| 6M | -8.8% | +17.9% | -26.7% | -13.5% |
| YTD | -21.5% | +55.4% | -76.9% | -32.0% |
| 1Y | -22.5% | +69.3% | -91.9% | -34.8% |
| 3Y | +133.3% | +82.8% | +50.5% | +82.9% |
| All | +582.9% | +31.2% | +551.7% | +409.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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