+4,043.9%
CELH vs QLD
+1,636.2%
+2,407.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | -3.8% | +3.0% | -6.7% | -5.2% |
| 30D | +6.4% | -1.8% | +8.3% | +7.2% |
| 3M | +5.6% | -1.8% | +7.4% | +4.5% |
| 6M | -31.1% | +36.9% | -68.0% | -43.7% |
| YTD | -35.4% | +28.7% | -64.1% | -45.7% |
| 1Y | -46.9% | +41.9% | -88.8% | -57.6% |
| 3Y | -56.0% | +184.2% | -240.2% | -77.9% |
| 5Y | +1.2% | +122.1% | -120.9% | -43.6% |
| 10Y | +4,043.9% | +1,646.5% | +2,397.4% | +1,161.3% |
| All | +4,043.9% | +1,636.2% | +2,407.8% | +1,161.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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