+4,043.9%
CELH vs IP
+20.7%
+4,023.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.0% | -1.6% | -2.8% |
| 7D | -3.8% | +0.1% | -3.9% | -3.8% |
| 30D | +6.4% | -11.2% | +17.7% | +11.8% |
| 3M | +5.6% | +12.3% | -6.7% | +0.6% |
| 6M | -31.1% | -5.2% | -25.9% | -30.5% |
| YTD | -35.4% | -4.0% | -31.4% | -35.9% |
| 1Y | -46.9% | -19.2% | -27.7% | -43.7% |
| 3Y | -56.0% | +20.3% | -76.4% | -63.1% |
| 5Y | +1.2% | -17.5% | +18.7% | +0.7% |
| 10Y | +4,043.9% | +21.2% | +4,022.8% | +2,895.0% |
| All | +4,043.9% | +20.7% | +4,023.2% | +2,895.0% |
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