+562.3%
CEG vs IBN
+67.3%
+495.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.3% | -3.5% |
| 7D | +1.7% | +15.8% | -14.1% | -4.0% |
| 30D | -10.2% | +25.1% | -35.2% | -17.9% |
| 3M | -0.8% | +16.0% | -16.8% | -6.6% |
| 6M | -11.5% | +32.8% | -44.3% | -21.3% |
| YTD | -23.9% | +18.0% | -41.9% | -29.4% |
| 1Y | -25.4% | +15.9% | -41.3% | -30.3% |
| 3Y | +124.2% | +57.6% | +66.5% | +79.0% |
| All | +562.3% | +67.3% | +495.0% | +400.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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