+593.1%
CEG vs BND
+0.3%
+592.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | +12.1% | -1.4% | +13.5% | +12.9% |
| 30D | +0.2% | +0.6% | -0.4% | -0.1% |
| 3M | +0.7% | -1.6% | +2.3% | +1.5% |
| 6M | +2.2% | -1.5% | +3.8% | +3.1% |
| YTD | -20.3% | -1.5% | -18.9% | -19.6% |
| 1Y | -16.1% | -1.1% | -15.0% | -15.4% |
| 3Y | +134.7% | +13.6% | +121.1% | +117.5% |
| All | +593.1% | +0.3% | +592.7% | +617.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling