-12.6%
CELH vs RMD
-22.7%
+10.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -15.8% | -4.2% | -11.6% | -14.0% |
| 30D | -5.2% | -2.1% | -3.1% | -4.2% |
| 3M | -6.1% | +13.8% | -19.9% | -12.5% |
| 6M | -40.9% | -10.6% | -30.2% | -38.1% |
| YTD | -41.8% | -8.1% | -33.7% | -40.3% |
| 1Y | -52.6% | -18.0% | -34.7% | -48.7% |
| 3Y | -60.4% | +52.9% | -113.2% | -73.2% |
| 5Y | -12.6% | -22.3% | +9.6% | +8.2% |
| All | -12.6% | -22.7% | +10.1% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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