+104.3%
CEG vs PWR
+221.0%
-116.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.3% | -2.0% | 0.0% |
| 7D | -4.7% | -12.9% | +8.1% | +3.7% |
| 30D | -16.6% | -22.8% | +6.3% | -1.0% |
| 3M | -4.1% | -19.0% | +14.9% | +9.3% |
| 6M | -22.3% | -31.1% | +8.8% | -1.5% |
| YTD | -28.9% | +28.2% | -57.2% | -48.9% |
| 1Y | -28.5% | +22.2% | -50.7% | -46.2% |
| 3Y | +104.3% | +222.1% | -117.8% | -18.7% |
| All | +104.3% | +221.0% | -116.7% | -18.7% |
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