-59.1%
CELH vs ITOT
+75.8%
-134.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.3% |
| 7D | -11.2% | -0.9% | -10.3% | -10.3% |
| 30D | -1.4% | -1.5% | 0.0% | +0.1% |
| 3M | -4.2% | +3.6% | -7.7% | -7.4% |
| 6M | -40.5% | +13.7% | -54.2% | -48.2% |
| YTD | -40.5% | +12.9% | -53.4% | -48.0% |
| 1Y | -53.0% | +17.2% | -70.2% | -60.2% |
| 3Y | -59.1% | +75.6% | -134.7% | -80.8% |
| All | -59.1% | +75.8% | -134.8% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling