+4,171.0%
CELH vs IP
+19.1%
+4,151.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.6% |
| 7D | +6.2% | -0.9% | +7.0% | +6.6% |
| 30D | +14.2% | +6.7% | +7.5% | +11.1% |
| 3M | +15.5% | -16.6% | +32.0% | +24.2% |
| 6M | +7.7% | +6.0% | +1.7% | +4.7% |
| YTD | -30.3% | -10.7% | -19.6% | -28.9% |
| 1Y | -29.0% | -6.7% | -22.3% | -29.0% |
| 3Y | -44.5% | +17.1% | -61.7% | -53.4% |
| 5Y | +14.8% | -14.6% | +29.3% | +12.2% |
| All | +4,171.0% | +19.1% | +4,151.9% | +2,439.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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