+593.0%
CEG vs BX
+23.8%
+569.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.3% |
| 7D | +12.1% | +0.6% | +11.5% | +11.9% |
| 30D | +0.2% | +14.2% | -14.0% | -5.0% |
| 3M | +0.7% | -18.7% | +19.5% | +7.5% |
| 6M | +2.2% | +2.5% | -0.2% | -0.1% |
| YTD | -20.3% | -18.8% | -1.5% | -15.9% |
| 1Y | -16.1% | -10.3% | -5.8% | -14.7% |
| 3Y | +134.7% | +35.4% | +99.3% | +107.8% |
| All | +593.0% | +23.8% | +569.3% | +491.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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