+130.0%
CELH vs URI
+4,052.9%
-3,922.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.3% |
| 7D | -7.0% | -2.0% | -5.1% | -6.8% |
| 30D | +5.2% | -12.9% | +18.1% | +7.5% |
| 3M | +10.5% | -6.7% | +17.2% | +11.3% |
| 6M | -32.7% | +19.0% | -51.7% | -35.3% |
| YTD | -33.0% | +25.5% | -58.5% | -36.3% |
| 1Y | -49.5% | +5.5% | -55.1% | -50.7% |
| 3Y | -52.6% | +111.3% | -164.0% | -59.3% |
| 5Y | +5.2% | +198.6% | -193.3% | -14.3% |
| 10Y | +4,178.1% | +1,179.9% | +2,998.2% | +2,803.5% |
| All | +130.0% | +4,052.9% | -3,922.9% | +39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling