+607.3%
CEG vs BND
+0.6%
+606.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.4% |
| 7D | +0.3% | -0.9% | +1.2% | +0.8% |
| 30D | +2.9% | -1.0% | +3.8% | +3.4% |
| 3M | +18.2% | -1.2% | +19.4% | +19.0% |
| 6M | -9.5% | -2.0% | -7.5% | -8.6% |
| YTD | -18.7% | -1.2% | -17.5% | -18.1% |
| 1Y | -10.1% | -0.5% | -9.7% | -9.6% |
| 3Y | +168.3% | +12.4% | +155.9% | +150.9% |
| All | +607.3% | +0.6% | +606.7% | +632.0% |
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