+593.0%
CEG vs TGT
-14.6%
+607.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +12.1% | +2.6% | +9.5% | +11.6% |
| 30D | +0.2% | +4.7% | -4.4% | -0.9% |
| 3M | +0.7% | +4.6% | -3.8% | -0.6% |
| 6M | +2.2% | +34.9% | -32.6% | -5.2% |
| YTD | -20.3% | +70.9% | -91.2% | -30.6% |
| 1Y | -16.1% | +84.4% | -100.4% | -28.4% |
| 3Y | +134.7% | +69.1% | +65.5% | +95.0% |
| All | +593.0% | -14.6% | +607.7% | +581.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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