+604.3%
CEG vs UUUU
+89.6%
+514.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | +0.6% |
| 7D | -4.8% | -10.5% | +5.8% | -2.6% |
| 30D | +2.3% | -10.5% | +12.8% | +4.4% |
| 3M | +15.6% | -14.1% | +29.7% | +18.2% |
| 6M | -5.0% | -35.5% | +30.5% | +1.5% |
| YTD | -19.0% | -10.9% | -8.1% | -21.3% |
| 1Y | -10.0% | +3.4% | -13.3% | -18.1% |
| 3Y | +163.9% | +73.1% | +90.8% | +94.1% |
| All | +604.3% | +89.6% | +514.7% | +383.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling