-6.1%
CELH vs DOW
-37.7%
+31.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +2.8% |
| 7D | -11.2% | -1.4% | -9.8% | -10.9% |
| 30D | -1.4% | -3.9% | +2.5% | -0.5% |
| 3M | -4.2% | -12.7% | +8.5% | -0.8% |
| 6M | -40.5% | -13.7% | -26.8% | -40.1% |
| YTD | -40.5% | +28.4% | -68.9% | -51.2% |
| 1Y | -53.0% | +21.8% | -74.8% | -60.7% |
| 3Y | -59.1% | -35.7% | -23.3% | -50.2% |
| All | -6.1% | -37.7% | +31.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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