-2.7%
CEG vs WELL
+42.4%
-45.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +6.9% | +5.1% |
| 7D | +8.0% | -0.8% | +8.8% | +8.1% |
| 30D | +12.9% | -0.1% | +13.0% | +12.9% |
| 3M | +13.2% | +18.0% | -4.9% | +7.9% |
| 6M | -7.0% | +15.0% | -22.0% | -10.2% |
| YTD | -15.0% | +28.6% | -43.6% | -16.8% |
| 1Y | -2.7% | +42.9% | -45.6% | -1.2% |
| All | -2.7% | +42.4% | -45.2% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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