+562.3%
CEG vs SPXU
-83.4%
+645.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.2% | -2.6% |
| 7D | +1.7% | +0.5% | +1.2% | +2.4% |
| 30D | -10.2% | +10.9% | -21.1% | -5.5% |
| 3M | -0.8% | +9.6% | -10.4% | +4.4% |
| 6M | -11.5% | -4.7% | -6.9% | -11.0% |
| YTD | -23.9% | -24.6% | +0.7% | -29.1% |
| 1Y | -25.4% | -24.7% | -0.7% | -30.1% |
| 3Y | +124.2% | -80.0% | +204.2% | +52.4% |
| All | +562.3% | -83.4% | +645.7% | +365.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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