+598.5%
CEG vs BND
+0.4%
+598.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.1% |
| 7D | +17.8% | -1.4% | +19.2% | +18.6% |
| 30D | -4.5% | +0.8% | -5.3% | -5.0% |
| 3M | +1.5% | -1.2% | +2.7% | +2.1% |
| 6M | -3.5% | -1.4% | -2.1% | -2.8% |
| YTD | -19.7% | -1.3% | -18.4% | -19.1% |
| 1Y | -19.8% | -1.2% | -18.5% | -19.1% |
| 3Y | +136.4% | +13.7% | +122.7% | +119.0% |
| All | +598.5% | +0.4% | +598.0% | +623.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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