-30.4%
CEG vs USAR
-53.4%
+23.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +10.8% | -6.6% | +2.8% |
| 7D | -4.7% | -14.5% | +9.8% | -2.9% |
| 30D | -16.6% | -37.8% | +21.3% | -11.8% |
| 3M | -4.1% | -52.8% | +48.6% | +4.4% |
| 6M | -22.3% | -71.2% | +48.9% | -12.0% |
| YTD | -28.9% | -30.9% | +1.9% | -29.3% |
| All | -30.4% | -53.4% | +23.0% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling