-19.8%
CEG vs VIK
+47.2%
-67.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +3.0% |
| 7D | +17.8% | +3.2% | +14.7% | +17.2% |
| 30D | -4.5% | +8.2% | -12.7% | -5.9% |
| 3M | +1.5% | -14.7% | +16.2% | +4.3% |
| 6M | -3.5% | +10.3% | -13.8% | -6.9% |
| YTD | -19.7% | +24.5% | -44.2% | -25.3% |
| 1Y | -19.8% | +45.7% | -65.5% | -27.9% |
| All | -19.8% | +47.2% | -67.0% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling