+25.1%
CELH vs URI
+203.0%
-177.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +2.1% |
| 7D | +0.8% | +6.7% | -5.9% | -1.7% |
| 30D | +19.3% | +8.9% | +10.5% | +15.0% |
| 3M | +12.6% | +0.5% | +12.1% | +11.6% |
| 6M | +16.4% | +20.7% | -4.3% | +5.4% |
| YTD | -29.1% | +40.0% | -69.2% | -41.5% |
| 1Y | -26.3% | +34.4% | -60.7% | -38.0% |
| 3Y | -40.1% | +149.5% | -189.6% | -68.0% |
| All | +25.1% | +203.0% | -177.9% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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