+104.3%
CEG vs BEN
+63.5%
+40.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.7% | -0.4% | +3.3% |
| 7D | -4.7% | +6.6% | -11.3% | -6.2% |
| 30D | -16.6% | +3.8% | -20.4% | -17.3% |
| 3M | -4.1% | +0.2% | -4.3% | -4.3% |
| 6M | -22.3% | +10.4% | -32.8% | -24.2% |
| YTD | -28.9% | +46.2% | -75.1% | -35.2% |
| 1Y | -28.5% | +52.3% | -80.7% | -35.5% |
| 3Y | +104.3% | +65.9% | +38.3% | +72.5% |
| All | +104.3% | +63.5% | +40.8% | +72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling