+639.7%
CEG vs EQT
+160.7%
+479.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +6.7% | -0.8% | +7.5% | +7.0% |
| 30D | +11.0% | +6.6% | +4.3% | +8.7% |
| 3M | +19.5% | +4.4% | +15.1% | +17.6% |
| 6M | -5.9% | -10.5% | +4.7% | -3.0% |
| YTD | -15.0% | +3.7% | -18.7% | -16.8% |
| 1Y | +0.6% | +9.9% | -9.2% | -4.1% |
| 3Y | +180.6% | +35.4% | +145.3% | +153.1% |
| All | +639.7% | +160.7% | +479.0% | +447.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling