+121.7%
CELH vs RMD
+930.9%
-809.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.2% | -0.4% | -2.7% |
| 7D | -3.8% | -4.5% | +0.7% | -2.6% |
| 30D | +6.4% | +4.6% | +1.8% | +5.2% |
| 3M | +5.6% | +14.8% | -9.2% | +1.5% |
| 6M | -31.1% | -12.1% | -19.1% | -29.1% |
| YTD | -35.4% | -7.5% | -27.9% | -34.5% |
| 1Y | -46.9% | -20.1% | -26.8% | -44.2% |
| 3Y | -56.0% | +53.9% | -109.9% | -61.9% |
| 5Y | +1.2% | -22.2% | +23.4% | +3.4% |
| 10Y | +4,043.9% | +268.2% | +3,775.7% | +3,188.6% |
| All | +121.7% | +930.9% | -809.2% | +48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling