+182.0%
CEG vs NVD
-99.2%
+281.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.6% | -1.3% |
| 7D | +1.3% | +0.5% | +0.8% | +1.5% |
| 30D | +8.8% | -9.3% | +18.1% | +7.1% |
| 3M | +17.0% | -22.1% | +39.1% | +12.4% |
| 6M | -8.7% | -45.8% | +37.1% | -19.0% |
| YTD | -16.4% | -46.7% | +30.3% | -24.9% |
| 1Y | -1.8% | -59.5% | +57.7% | -15.2% |
| 3Y | +175.8% | -99.2% | +274.9% | +67.1% |
| All | +182.0% | -99.2% | +281.1% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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