+165.6%
CELH vs ROIV
+298.6%
-133.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | +7.4% | +9.5% | -2.0% | +5.9% |
| 30D | +16.4% | +21.0% | -4.6% | +12.6% |
| 3M | +17.6% | +18.7% | -1.1% | +13.5% |
| 6M | +7.8% | +44.5% | -36.7% | 0.0% |
| YTD | -27.8% | +92.9% | -120.6% | -36.8% |
| 1Y | -24.4% | +100.2% | -124.7% | -34.4% |
| 3Y | -42.5% | +375.0% | -417.6% | -57.9% |
| 5Y | +1.4% | +435.2% | -433.7% | -37.0% |
| All | +165.6% | +298.6% | -133.0% | +78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling