+626.9%
CEG vs VIAV
+134.8%
+492.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.0% |
| 7D | +1.3% | +13.6% | -12.2% | -1.6% |
| 30D | +8.8% | +5.3% | +3.5% | +6.9% |
| 3M | +17.0% | -15.6% | +32.6% | +19.1% |
| 6M | -8.7% | +34.0% | -42.7% | -18.4% |
| YTD | -16.4% | +119.9% | -136.3% | -35.3% |
| 1Y | -1.8% | +235.2% | -236.9% | -33.0% |
| 3Y | +175.8% | +299.8% | -124.0% | +76.6% |
| All | +626.9% | +134.8% | +492.2% | +399.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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