+626.9%
CEG vs TEL
+37.9%
+589.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.6% |
| 7D | +1.3% | +1.2% | +0.1% | +0.6% |
| 30D | +8.8% | -4.1% | +13.0% | +11.0% |
| 3M | +17.0% | -2.6% | +19.5% | +17.5% |
| 6M | -8.7% | 0.0% | -8.7% | -11.0% |
| YTD | -16.4% | -9.1% | -7.4% | -14.1% |
| 1Y | -1.8% | -0.8% | -0.9% | -3.7% |
| 3Y | +175.8% | +67.4% | +108.4% | +100.0% |
| All | +626.9% | +37.9% | +589.1% | +414.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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