-2.7%
CEG vs KWEB
-27.0%
+24.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +2.9% | +4.3% |
| 7D | +8.0% | -1.0% | +9.1% | +8.3% |
| 30D | +12.9% | -8.7% | +21.7% | +15.6% |
| 3M | +13.2% | -4.0% | +17.1% | +14.4% |
| 6M | -7.0% | -13.1% | +6.1% | -2.5% |
| YTD | -15.0% | -23.5% | +8.5% | -5.3% |
| 1Y | -2.7% | -27.2% | +24.4% | +17.2% |
| All | -2.7% | -27.0% | +24.3% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1y: compounded portfolio wealth divided by compounded KWEB 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…
1y analysis · Full analysis span regression · 6 months rolling