+4,878.5%
CELH vs QLD
+1,470.2%
+3,408.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.8% | -3.6% | -0.2% |
| 7D | +10.8% | -1.4% | +12.2% | +11.0% |
| 30D | +16.1% | -19.6% | +35.7% | +28.2% |
| 3M | +19.5% | -14.1% | +33.7% | +26.9% |
| 6M | +2.8% | -13.6% | +16.4% | +6.1% |
| YTD | -27.4% | +12.5% | -40.0% | -35.8% |
| 1Y | -20.1% | +13.1% | -33.2% | -29.6% |
| 3Y | -42.9% | +154.7% | -197.6% | -70.3% |
| 5Y | -1.9% | +81.1% | -83.0% | -40.7% |
| 10Y | +4,878.5% | +1,418.0% | +3,460.5% | +1,472.4% |
| All | +4,878.5% | +1,470.2% | +3,408.3% | +1,472.4% |
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