+626.9%
CEG vs TECH
-22.3%
+649.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +8.8% | +0.3% | +8.6% | +8.8% |
| 3M | +17.0% | +32.9% | -16.0% | +10.7% |
| 6M | -8.7% | +32.1% | -40.8% | -14.3% |
| YTD | -16.4% | +23.4% | -39.8% | -20.9% |
| 1Y | -1.8% | +34.1% | -35.8% | -8.9% |
| 3Y | +175.8% | +2.2% | +173.6% | +160.0% |
| All | +626.9% | -22.3% | +649.3% | +632.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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