+626.9%
CEG vs UUUU
+113.0%
+513.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +1.3% | +1.8% | -0.5% | +1.0% |
| 30D | +8.8% | +1.8% | +7.0% | +8.2% |
| 3M | +17.0% | +1.3% | +15.7% | +15.7% |
| 6M | -8.7% | -26.8% | +18.1% | -4.9% |
| YTD | -16.4% | +0.1% | -16.5% | -20.7% |
| 1Y | -1.8% | +11.2% | -13.0% | -11.9% |
| 3Y | +175.8% | +97.7% | +78.1% | +97.6% |
| All | +626.9% | +113.0% | +513.9% | +388.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling