+3,848.6%
CELH vs FIX
+5,928.8%
-2,080.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.0% | -4.5% | -5.9% |
| 7D | -11.7% | +3.5% | -15.2% | -12.6% |
| 30D | +1.6% | -3.5% | +5.1% | +2.2% |
| 3M | -2.0% | -11.8% | +9.8% | -0.6% |
| 6M | -36.2% | +17.8% | -54.0% | -42.0% |
| YTD | -39.6% | +73.3% | -112.9% | -52.1% |
| 1Y | -50.7% | +128.1% | -178.8% | -64.7% |
| 3Y | -58.9% | +772.7% | -831.5% | -84.1% |
| 5Y | -5.4% | +2,166.5% | -2,171.8% | -75.1% |
| 10Y | +3,848.6% | +6,034.5% | -2,185.9% | +739.4% |
| All | +3,848.6% | +5,928.8% | -2,080.3% | +739.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling