+639.5%
CEG vs UUUU
+111.9%
+527.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.0% | +4.7% |
| 7D | +8.0% | -1.4% | +9.4% | +8.3% |
| 30D | +12.9% | +16.3% | -3.4% | +9.3% |
| 3M | +13.2% | -16.7% | +29.9% | +16.2% |
| 6M | -7.0% | -33.7% | +26.7% | -1.3% |
| YTD | -15.0% | -0.5% | -14.5% | -19.2% |
| 1Y | -2.7% | +28.9% | -31.6% | -15.8% |
| 3Y | +184.1% | +99.9% | +84.2% | +102.9% |
| All | +639.5% | +111.9% | +527.6% | +397.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling