+639.7%
CEG vs BIL
+19.5%
+620.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +6.7% | +0.1% | +6.6% | +6.4% |
| 30D | +11.0% | +0.3% | +10.7% | +9.9% |
| 3M | +19.5% | +0.9% | +18.6% | +15.9% |
| 6M | -5.9% | +1.8% | -7.7% | -11.7% |
| YTD | -15.0% | +2.5% | -17.4% | -22.0% |
| 1Y | +0.6% | +3.7% | -3.1% | -11.7% |
| 3Y | +180.6% | +14.1% | +166.5% | +62.4% |
| All | +639.7% | +19.5% | +620.2% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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