-5.4%
CELH vs ROIV
+319.8%
-325.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.8% | -7.3% | -6.6% |
| 7D | -11.7% | +22.3% | -34.0% | -15.0% |
| 30D | +1.6% | +16.9% | -15.3% | -1.6% |
| 3M | -2.0% | +43.9% | -45.9% | -8.6% |
| 6M | -36.2% | +41.6% | -77.8% | -40.6% |
| YTD | -39.6% | +92.7% | -132.2% | -47.1% |
| 1Y | -50.7% | +210.2% | -260.8% | -60.6% |
| 3Y | -58.9% | +231.8% | -290.7% | -68.2% |
| 5Y | -5.4% | +319.8% | -325.2% | -41.3% |
| All | -5.4% | +319.8% | -325.2% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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