-6.1%
CELH vs BEN
+36.0%
-42.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -11.2% | -3.1% | -8.1% | -9.6% |
| 30D | -1.4% | +0.2% | -1.6% | -1.5% |
| 3M | -4.2% | +6.8% | -11.0% | -7.3% |
| 6M | -40.5% | +38.1% | -78.6% | -50.9% |
| YTD | -40.5% | +44.3% | -84.8% | -52.7% |
| 1Y | -53.0% | +42.6% | -95.6% | -62.6% |
| 3Y | -59.1% | +52.3% | -111.4% | -70.1% |
| All | -6.1% | +36.0% | -42.1% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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