+134.7%
CEG vs NVT
+131.3%
+3.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | +12.1% | +8.0% | +4.1% | +7.3% |
| 30D | +0.2% | -24.8% | +25.0% | +16.8% |
| 3M | +0.7% | -32.4% | +33.1% | +24.5% |
| 6M | +2.2% | -33.5% | +35.7% | +25.4% |
| YTD | -20.3% | +13.2% | -33.5% | -34.8% |
| 1Y | -16.1% | +9.0% | -25.0% | -29.2% |
| 3Y | +134.7% | +129.4% | +5.3% | +23.4% |
| All | +134.7% | +131.3% | +3.4% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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