+186.8%
CEG vs NVD
-99.2%
+286.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.2% | +4.5% |
| 7D | +8.0% | -11.1% | +19.1% | +5.1% |
| 30D | +12.9% | -13.3% | +26.2% | +10.0% |
| 3M | +13.2% | -19.8% | +33.0% | +9.8% |
| 6M | -7.0% | -48.8% | +41.8% | -18.5% |
| YTD | -15.0% | -49.7% | +34.7% | -24.6% |
| 1Y | -2.7% | -61.4% | +58.6% | -16.9% |
| 3Y | +184.1% | -99.1% | +283.2% | +70.6% |
| All | +186.8% | -99.2% | +286.0% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling