+639.7%
CEG vs BN
+35.2%
+604.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.3% |
| 7D | +6.7% | -1.2% | +7.9% | +7.3% |
| 30D | +11.0% | -10.9% | +21.9% | +17.3% |
| 3M | +19.5% | -11.1% | +30.6% | +26.2% |
| 6M | -5.9% | -4.4% | -1.5% | -4.4% |
| YTD | -15.0% | -14.1% | -0.8% | -9.3% |
| 1Y | +0.6% | -11.1% | +11.7% | +5.4% |
| 3Y | +180.6% | +75.6% | +105.1% | +112.2% |
| All | +639.7% | +35.2% | +604.4% | +501.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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