-49.5%
CELH vs IYR
+8.4%
-57.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.5% |
| 7D | -7.0% | -1.2% | -5.8% | -6.2% |
| 30D | +5.2% | -2.9% | +8.0% | +7.3% |
| 3M | +10.5% | +0.8% | +9.6% | +10.7% |
| 6M | -32.7% | +1.9% | -34.6% | -33.9% |
| YTD | -33.0% | +9.6% | -42.6% | -35.9% |
| 1Y | -49.5% | +8.1% | -57.6% | -52.1% |
| All | -49.5% | +8.4% | -57.9% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 1y: compounded portfolio wealth divided by compounded IYR 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…
1y analysis · Full analysis span regression · 6 months rolling