+25.1%
CELH vs ASX
+482.2%
-457.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.3% |
| 7D | +0.8% | +12.4% | -11.6% | -3.1% |
| 30D | +19.3% | -19.8% | +39.1% | +25.4% |
| 3M | +12.6% | -10.3% | +23.0% | +12.3% |
| 6M | +16.4% | +1.2% | +15.1% | +4.9% |
| YTD | -29.1% | +123.0% | -152.1% | -57.9% |
| 1Y | -26.3% | +145.4% | -171.8% | -58.4% |
| 3Y | -40.1% | +368.6% | -408.7% | -78.9% |
| All | +25.1% | +482.2% | -457.1% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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