+607.3%
CEG vs KWEB
-26.1%
+633.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.5% |
| 7D | +0.3% | -4.3% | +4.6% | +0.9% |
| 30D | +2.9% | -13.0% | +15.9% | +4.8% |
| 3M | +18.2% | -7.6% | +25.8% | +19.3% |
| 6M | -9.5% | -21.1% | +11.6% | -6.8% |
| YTD | -18.7% | -28.2% | +9.5% | -15.2% |
| 1Y | -10.1% | -34.9% | +24.7% | -5.2% |
| 3Y | +168.3% | -0.8% | +169.1% | +167.6% |
| All | +607.3% | -26.1% | +633.5% | +635.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling