-6.1%
CELH vs NDAQ
+49.0%
-55.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.6% |
| 7D | -11.2% | -5.6% | -5.7% | -7.5% |
| 30D | -1.4% | -4.4% | +2.9% | +1.8% |
| 3M | -4.2% | +5.9% | -10.0% | -8.8% |
| 6M | -40.5% | +7.7% | -48.2% | -44.4% |
| YTD | -40.5% | -5.2% | -35.3% | -39.5% |
| 1Y | -53.0% | -3.4% | -49.6% | -53.1% |
| 3Y | -59.1% | +85.6% | -144.7% | -79.0% |
| All | -6.1% | +49.0% | -55.1% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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