+518.2%
CEG vs TECH
-21.8%
+540.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.3% |
| 7D | -4.7% | +0.2% | -4.9% | -4.8% |
| 30D | -16.6% | +0.3% | -16.9% | -16.6% |
| 3M | -4.1% | +1.3% | -5.5% | -4.3% |
| 6M | -22.3% | +54.0% | -76.3% | -28.6% |
| YTD | -28.9% | +24.3% | -53.2% | -32.8% |
| 1Y | -28.5% | +25.8% | -54.3% | -32.6% |
| 3Y | +104.3% | +26.0% | +78.3% | +80.4% |
| All | +518.2% | -21.8% | +540.0% | +521.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling