+518.2%
CEG vs PWR
+412.4%
+105.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.3% | -2.0% | +0.4% |
| 7D | -4.7% | -12.9% | +8.1% | +2.9% |
| 30D | -16.6% | -22.8% | +6.3% | -2.7% |
| 3M | -4.1% | -19.0% | +14.9% | +8.0% |
| 6M | -22.3% | -31.1% | +8.8% | -4.3% |
| YTD | -28.9% | +28.2% | -57.2% | -44.6% |
| 1Y | -28.5% | +22.2% | -50.7% | -42.1% |
| 3Y | +104.3% | +222.1% | -117.8% | -3.3% |
| All | +518.2% | +412.4% | +105.8% | +134.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling