-53.0%
CELH vs PSX
+103.3%
-156.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.3% |
| 7D | -11.2% | +1.7% | -12.9% | -11.0% |
| 30D | -1.4% | +15.6% | -17.1% | +0.3% |
| 3M | -4.2% | +46.5% | -50.6% | +0.7% |
| 6M | -40.5% | +55.0% | -95.5% | -36.9% |
| YTD | -40.5% | +105.3% | -145.8% | -37.4% |
| 1Y | -53.0% | +101.6% | -154.6% | -49.8% |
| All | -53.0% | +103.3% | -156.3% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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