+258.4%
CEG vs NXT
+171.8%
+86.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -1.0% |
| 7D | +1.3% | -0.2% | +1.6% | +1.4% |
| 30D | +8.8% | -20.0% | +28.8% | +13.7% |
| 3M | +17.0% | -30.9% | +47.9% | +24.9% |
| 6M | -8.7% | -23.8% | +15.1% | -5.8% |
| YTD | -16.4% | -5.4% | -11.0% | -18.0% |
| 1Y | -1.8% | +28.0% | -29.8% | -9.1% |
| 3Y | +175.8% | +93.3% | +82.5% | +127.4% |
| All | +258.4% | +171.8% | +86.6% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling