+47.3%
CEG vs VIK
+236.8%
-189.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.4% |
| 7D | +1.7% | +2.6% | -0.9% | +0.2% |
| 30D | -10.2% | +7.9% | -18.1% | -13.5% |
| 3M | -0.8% | -15.2% | +14.3% | +5.3% |
| 6M | -11.5% | +6.5% | -18.1% | -16.3% |
| YTD | -23.9% | +23.3% | -47.2% | -34.6% |
| 1Y | -25.4% | +47.7% | -73.1% | -42.6% |
| All | +47.3% | +236.8% | -189.5% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling