+593.1%
CEG vs SNPS
+44.7%
+548.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.3% |
| 7D | +12.1% | +1.1% | +11.1% | +11.9% |
| 30D | +0.2% | -5.2% | +5.4% | +1.9% |
| 3M | +0.7% | +10.6% | -9.8% | -2.8% |
| 6M | +2.2% | -10.6% | +12.9% | +4.8% |
| YTD | -20.3% | -3.1% | -17.2% | -21.1% |
| 1Y | -16.1% | +15.6% | -31.6% | -21.4% |
| 3Y | +134.7% | -12.9% | +147.6% | +119.4% |
| All | +593.1% | +44.7% | +548.4% | +428.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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