+25.1%
CELH vs D
+13.1%
+12.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.6% |
| 7D | +0.8% | -1.4% | +2.2% | +1.3% |
| 30D | +19.3% | +7.7% | +11.6% | +16.4% |
| 3M | +12.6% | -0.3% | +12.9% | +12.6% |
| 6M | +16.4% | +10.1% | +6.3% | +12.8% |
| YTD | -29.1% | +19.1% | -48.2% | -33.3% |
| 1Y | -26.3% | +15.9% | -42.2% | -30.2% |
| 3Y | -40.1% | +75.0% | -115.1% | -53.6% |
| All | +25.1% | +13.1% | +12.0% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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