+593.1%
CEG vs IOVA
-46.7%
+639.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -0.8% |
| 7D | +12.1% | -3.5% | +15.6% | +12.2% |
| 30D | +0.2% | -45.4% | +45.6% | +2.0% |
| 3M | +0.7% | +19.0% | -18.3% | -1.1% |
| 6M | +2.2% | +112.0% | -109.8% | -2.6% |
| YTD | -20.3% | +184.2% | -204.6% | -25.4% |
| 1Y | -16.1% | +222.0% | -238.1% | -22.0% |
| 3Y | +134.7% | +92.6% | +42.1% | +118.6% |
| All | +593.1% | -46.7% | +639.8% | +576.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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