+626.9%
CEG vs TGT
-17.3%
+644.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -1.0% |
| 7D | +1.3% | -3.6% | +4.9% | +2.2% |
| 30D | +8.8% | +4.4% | +4.4% | +7.7% |
| 3M | +17.0% | +25.4% | -8.4% | +10.7% |
| 6M | -8.7% | +33.4% | -42.1% | -15.2% |
| YTD | -16.4% | +65.6% | -82.0% | -26.5% |
| 1Y | -1.8% | +80.3% | -82.0% | -15.7% |
| 3Y | +175.8% | +42.1% | +133.6% | +141.5% |
| All | +626.9% | -17.3% | +644.2% | +621.9% |
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