+607.3%
CEG vs DOW
-36.6%
+644.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.9% |
| 7D | +0.3% | -2.4% | +2.7% | +0.8% |
| 30D | +2.9% | -4.1% | +7.0% | +3.7% |
| 3M | +18.2% | -12.4% | +30.6% | +21.3% |
| 6M | -9.5% | -10.6% | +1.1% | -8.7% |
| YTD | -18.7% | +31.1% | -49.8% | -26.9% |
| 1Y | -10.1% | +30.5% | -40.7% | -19.8% |
| 3Y | +168.3% | -34.4% | +202.7% | +197.4% |
| All | +607.3% | -36.6% | +644.0% | +733.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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