+55.3%
CEG vs VIK
+239.9%
-184.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +3.3% |
| 7D | +17.8% | +3.2% | +14.7% | +16.3% |
| 30D | -4.5% | +8.2% | -12.7% | -8.1% |
| 3M | +1.5% | -14.7% | +16.2% | +7.6% |
| 6M | -3.5% | +10.3% | -13.8% | -10.2% |
| YTD | -19.7% | +24.5% | -44.2% | -31.3% |
| 1Y | -19.8% | +45.7% | -65.5% | -37.7% |
| All | +55.3% | +239.9% | -184.6% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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