-6.1%
CELH vs FND
-63.3%
+57.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.7% |
| 7D | -11.2% | -5.8% | -5.5% | -8.5% |
| 30D | -1.4% | -20.2% | +18.8% | +10.4% |
| 3M | -4.2% | -12.0% | +7.8% | +2.0% |
| 6M | -40.5% | -18.5% | -22.0% | -34.8% |
| YTD | -40.5% | -22.3% | -18.2% | -33.8% |
| 1Y | -53.0% | -47.6% | -5.4% | -36.3% |
| 3Y | -59.1% | -49.8% | -9.3% | -48.4% |
| All | -6.1% | -63.3% | +57.2% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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