+104.3%
CEG vs NDAQ
+122.6%
-18.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | -4.7% | +0.8% | -5.6% | -5.1% |
| 30D | -16.6% | +16.5% | -33.1% | -20.7% |
| 3M | -4.1% | +13.5% | -17.6% | -8.3% |
| 6M | -22.3% | +20.9% | -43.3% | -27.9% |
| YTD | -28.9% | +11.4% | -40.3% | -31.7% |
| 1Y | -28.5% | +25.9% | -54.4% | -36.0% |
| 3Y | +104.3% | +119.9% | -15.6% | +40.9% |
| All | +104.3% | +122.6% | -18.3% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling