+593.0%
CEG vs VIVK
-100.0%
+693.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.5% | +6.7% | -0.7% |
| 7D | +12.1% | -57.7% | +69.8% | +13.2% |
| 30D | +0.2% | -87.3% | +87.5% | +2.4% |
| 3M | +0.7% | -98.9% | +99.6% | +5.5% |
| 6M | +2.2% | -100.0% | +102.2% | +10.3% |
| YTD | -20.3% | -100.0% | +79.6% | -15.5% |
| 1Y | -16.1% | -100.0% | +83.9% | -7.6% |
| 3Y | +134.7% | -100.0% | +234.7% | +158.6% |
| All | +593.0% | -100.0% | +693.0% | +628.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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