+165.1%
CEG vs EQT
+34.2%
+130.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.9% |
| 7D | +0.3% | -1.2% | +1.5% | +0.8% |
| 30D | +2.9% | +1.1% | +1.8% | +2.4% |
| 3M | +18.2% | +4.8% | +13.4% | +15.7% |
| 6M | -9.5% | -10.6% | +1.0% | -6.0% |
| YTD | -18.7% | +3.4% | -22.1% | -21.0% |
| 1Y | -10.1% | +8.7% | -18.8% | -15.8% |
| All | +165.1% | +34.2% | +130.9% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 3y: compounded portfolio wealth divided by compounded EQT 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…
3y analysis · Full analysis span regression · 6 months rolling