+130.1%
CEG vs PWR
+250.5%
-120.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.3% | -1.6% | -0.4% |
| 7D | +11.8% | +4.7% | +7.1% | +7.5% |
| 30D | -6.5% | -12.5% | +6.0% | +1.6% |
| 3M | -1.2% | -9.3% | +8.2% | +4.2% |
| 6M | -8.0% | -22.2% | +14.1% | +7.3% |
| YTD | -21.9% | +44.2% | -66.0% | -48.3% |
| 1Y | -21.4% | +35.5% | -57.0% | -44.8% |
| All | +130.1% | +250.5% | -120.4% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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