+593.0%
CEG vs TE
-79.9%
+672.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.3% | -0.5% |
| 7D | +12.1% | -19.1% | +31.2% | +14.3% |
| 30D | +0.2% | -34.1% | +34.4% | +3.8% |
| 3M | +0.7% | -60.1% | +60.8% | +9.0% |
| 6M | +2.2% | -66.0% | +68.2% | +10.0% |
| YTD | -20.3% | -71.4% | +51.1% | -14.4% |
| 1Y | -16.1% | -45.3% | +29.2% | -15.4% |
| 3Y | +134.7% | +9.1% | +125.5% | +103.8% |
| All | +593.0% | -79.9% | +672.9% | +596.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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